What’s the Difference Between Joint Tenancy and Community Property?

What’s the Difference Between Joint Tenancy and Community Property?

If you’re a homeowner, or in the market to buy a house, you’ve probably heard of terms such as ‘joint tenant’ and ‘community property’ before. Read more to learn the differences between these two common methods of owning property in California.

New Child or Grandchild? Time to Update Your Estate Plan

New Child or Grandchild? Time to Update Your Estate Plan

Welcoming a new family member is a huge milestone, whether it’s in the form of a new marriage or a newborn. Make sure your family is protected by creating or updating your estate plan.

Establishing a Safety Net for Your Special Needs Child

Establishing a Safety Net for Your Special Needs Child

Every parent of a special needs child wonders, “What happens to my child if something happens to me?” Read on to see how you can ensure your child’s needs are met, even if you become unable to provide care.

2018 Estate Tax Exemption Doubled by New Tax Law

2018 Estate Tax Exemption Doubled by New Tax Law

Because of a new tax bill signed into law by President Trump, the amount of money that is automatically exempt from the federal estate tax has DOUBLED to more than $11 million for individuals and $22 million for married couples.

California’s Transfer on Death Deed: What You Need to Know

California’s Transfer on Death Deed: What You Need to Know

Read this comprehensive guide to learn how to use California's Transfer on Death Deeds to avoid probate and transfer your real property in the event of death, and whether a TOD is the best option for your family.

Did You Correctly Add Your Home To Your Living Trust?

Did You Correctly Add Your Home To Your Living Trust?

If you set up a revocable living trust to hold title to your home, read my article to make sure that you did it correctly. You created a living trust for two reasons: (1) to avoid probate and (2) to ensure your home smoothly goes to someone you love after you die. Here’s four things to re-examine to make that into a reality.

How To Name An Emergency Guardian For Your Kids

How To Name An Emergency Guardian For Your Kids

Get your FREE legal guardianship guide. Learn how to protect your kids by nominating a guardian to take care of them if something happens to you.

How To Invest In Your Parents

How To Invest In Your Parents

Learn how to invest in your parents to help them prepare to live the latter part of their days with passion and purpose. But I'm not talking about financial investment.