Temporary Guardian: Do You Need One?
Sep 13, 2012
I've previously discussed how nominating a guardian for minor children is an essential part of a comprehensive estate plan. Nomination of a guardian allows you to decide who should care for your child ...
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How Do I Choose a Trust Trustee?
Sep 13, 2012
My clients often struggle with picking the right trust trustee for their revocable living trust.This is understandable given how important it is to make the right choice for your family.
As parents, y...
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What is a Trust? Part 1: The Basics
Sep 13, 2012
Whenever someone finds out that Im an estate attorney, one of the first questions they ask me is "What is a trust?" usually followed by "And do I need one?" Answers to these seemingly simple questions ...
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5 Essential Things Every New Parent Should Do
Sep 13, 2012
When you have a newborn, life is often measured in three hour increments of when a baby sleeps and eats. As a new parent, you are so focused on your baby's needs that you may overlook basic financial a...
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Protecting Your Children Through a Revocable Trust
Sep 13, 2012
A revocable trust can protect families in multiple ways, one of the which is safeguarding assets of minor children. California law provides that children are able to inherit when they become 18 years o...
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Estate Planning Documents that Protect You During Incapacity
Apr 12, 2011
It is often said that when you create an estate plan, "you plan for the worst, but hope for the best." This phrase rings especially true with two particular documents, which should be included in every...
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Estate Planning and Your Business
Feb 21, 2011
Many of my clients run their own businesses, either as sole proprietors or majority owners. I'm often amazed at the dedication and determination they have in making their businesses a success.
Yet ...
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Do It Yourself Estate Planning: How Much Are You Really Saving?
Feb 21, 2011
The Internet revolution of the last decade has replaced many high-touch services with cost effective, "do-it-yourself" (DIY) alternatives. A classic example of this is booking travel. Before Orbitz and...
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How a Revocable Trust Can Protect Your Minor Children
Jan 17, 2011
A revocable trust can protect families in multiple ways, one of the which is safeguarding assets of minor children. California law provides that children are able to inherit when they become 18 years o...
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Five Reasons to Review Your Estate Plan in 2011
Jan 09, 2011
It is a common misconception that once you create an estate plan, you will be protected from then on. Yet a solid estate plan created 10 years ago might no longer protect you in light of the current ta...
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