An Overview of the Durable Power of Attorney (POA) in California

An Overview of the Durable Power of Attorney (POA) in California

In estate planning lingo, the term “power of attorney” or “POA” comes up often. See why this term is so important when it comes to choosing a trustworthy person to handle your affairs if you’re not able to yourself.

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.

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.

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.

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.

What Is Estate Planning?

What Is Estate Planning?

Find out how an estate plan can protect your family and what should be in your estate plan.