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.

Why Your Family Needs A Financial Advisor

Why Your Family Needs A Financial Advisor

The recent volatility in the stock market reminds us why it’s so important to have a team of competent professionals helping you and your family.

The 5-Step Emergency Checklist For Young Parents

The 5-Step Emergency Checklist For Young Parents

Here’s 5 action items that you can knock out to start the year with peace of mind.

3 Reasons Why Young Parents Aren’t Protecting Their Kids

3 Reasons Why Young Parents Aren’t Protecting Their Kids

Your kids are most precious to you, so don't leave their future to chance and assumptions.

A Big Mistake Millennial Homebuyers Make

A Big Mistake Millennial Homebuyers Make

Why are you love birds owning your home as “joint tenants”? There’s two better ways that offer tax advantages and protection for your family.

How Can I Help My Family Avoid Probate In California?

How Can I Help My Family Avoid Probate In California?

Learn how to help your family inherit your things without going to probate court.

The Very Real Costs Of Probate In California

The Very Real Costs Of Probate In California

Use my chart to calculate how much your family will spend in probate court to receive their inheritance if you didn't have a plan to avoid probate.

What Do I Need To Do To Set Up My Estate Plan?

What Do I Need To Do To Set Up My Estate Plan?

Learn what the process of creating your family’s estate plan looks like.