Santa Barbara, CA
Estate planning Lawyer at Santa Barbara, CA
Practice Areas: Estate Planning
An Emergency Contact Authorization Form allows a client to list trusted persons who shall be contacted if their financial advisor suspects diminishing capacity, financial abuse, or a financial predato...
See Full GuideReal property beneficiary designations may soon be available in California. Assembly Bill AB 139 was unanimously passed and will now move to the California State Senate for consideration. Huge Win for...
See Full GuideHow Often Should I have my Estate Plan Reviewed? You should have your estate plan reviewed every two to five years and after major life events. Your estate plan is like a car. An estate plan will not...
See Full GuideHonorary Trusts Traditionally, Pet Trusts were referred to as Honorary Trusts because Pet Trusts were not enforceable. In essence, the person entrusted with assets to be held for the welfare of a pe...
See Full GuideSafekeeping Your Estate Planning Documents Now that you have finished planning your estate, you may be wondering, "Where do I keep all of these papers?" The best place to keep your original document...
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