Planning for a Child with Special Needs
May 10, 2016
We all face challenges in life. But, objectively speaking, some of us have it harder than others. You want the best for your child and you do your best to ensure that your child is secure and taken ca...
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Why We Don’t Like to Call Our Plans Estate Plans
May 10, 2016
By age 30, most people have some understanding of what an estate plan is. "Yeah, it’s wills and stuff for rich people," would be a common answer we’d get when asking what they thought estate planning ...
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What is probate?
May 10, 2016
Probate is a lawsuit you file against yourself, for the benefit of your creditors, using your own money after you die. Probate is public, lengthy and expensive. But, it's easy to avoid if you work wit...
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10 Things You Must Do Before You Die
May 10, 2016
I hate to break it to you, but at some point you will die. By failing to prepare for your death, you are preparing to fail your family members who must clean up your mess. Instead of your heirs celebr...
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A Prince Without a Plan
May 10, 2016
The iconic pop-star, Prince, died unexpected without a will or trust. Almost undoubtedly, a long and pubic probate will ensue. He has absolutely no control over his legacy. And as philanthropic as he ...
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529 Plans (Saving for College)
May 10, 2016
If you want your child to attend college one day, it's better to start planning now. 529 plans are a great way to grow and accumulate your hard-earned money. Saving a little money now goes a long way ...
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What is Probate, and Why do I need to Avoid it?
May 09, 2016
This guide highlights the basics (good, bad, ugly) of probate in California. The Basics of Probate Probate is a lawsuit you file against yourself, for the benefit of your creditors, using your own mon...
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Seven Steps to Take to Protect Your Family...Now
May 09, 2016
We get it, nobody likes to think about estate planning. But these seven steps really should be followed to ensure adequate protection of your loved ones. Draft a Will Over 50% of American adults don't...
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