Pacific Grove, CA
Estate planning Lawyer at Pacific Grove, CA
Practice Areas: Estate Planning, Wills & Living Wills ... +3 more
I have often commented that how a beneficiary inherits is often as important and in some cases more important than what a beneficiary inherits. This maxim is particularly important when it comes to b...
See Full GuideOne of the most basic decisions everybody must make when designing an Estate Plan is to name a Successor Trustee: someone who will have the responsibility to manage your assets in the event of incapaci...
See Full GuideComprehensive Estate Planning involves a multitude of legal documents: a Living Trust, Pour Over Wills, Durable General Power of Attorney documents, Health Care documents, Property Agreements, Assignme...
See Full GuideIn addition to ensuring that your hard-earned assets are passed to your loved ones in an efficient manner, comprehensive Estate Planning also involves exploring ways to protect and preserve those asset...
See Full GuideOne of the most common reasons clients choose to utilize a Revocable Living Trust is to avoid probate, a time-consuming and expensive court-supervised process that oversees the distribution of assets u...
See Full GuideIf you are part of the approximately 70% of the U.S. population who does not have a formal Estate Plan of any kind, you may be surprised to learn that your Will has already been written for you. If you...
See Full GuideReceiving an inheritance is usually a good thing. However, there may be times when you'd rather say "no thank you" to a particular inheritance. An extreme example would be inheriting property contamina...
See Full GuideWhen settling a persons estate, there are several basic issues that must be addressed in order to carry out the decedents wishes and to transfer the assets to the appropriate beneficiaries. As fundamen...
See Full GuideIt is common knowledge that there is a strong degree of creditor protection for retirement plans. Many people may recall that O.J. Simpson was largely insulated from the plaintiffs in his wrongful deat...
See Full GuideI believe it is important to make sure that I am up-to-date on the latest trends and strategies in order to provide my clients with the best service possible. One of the best ways I ensure that I am up...
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