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Estate Planning is Prosperity Planning
Estate Planning is Prosperity Planning

When people think of Estate Planning they usually think about setting up a living trust and powers of attorney. A lot of budget outfits out there would deliver just that. The real value of working with an Estate Planning attorney is to take a holistic approach to Estate ...

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Recent Posts
  • Estate Planning is Prosperity Planning

    When people think of Estate Planning they usually think about setting up a living trust and powers of attorney. A lot of budget outfits out there would deliver just that. The real value of working ...

    Read More
  • My real estate property is not of high value - do I need a Trust?

    It is a common misconception that ANY assets less than $150,000 in value are not subject to Probate. Although that IS true for personal property (accounts, cars, personal items, etc.), this is NOT ...

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  • How to Protect Your Children From Themselves and their Creditors/Predators

    Children turn 18, and all of a sudden, with a snap of a finger, they are Adults, for all legal intents and purposes. Some of those young adults stand to inherit millions in the way of real estate, ...

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  • "I am not rich enough to buy cheap things" - the REAL cost of Cheap Estate Planning

    When it comes to living trusts, it is not easy for a layperson to distinguish a robust, well-written trust document from a mediocre one. There is the misconception that “ I don’t have much, therefore ...

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  • How to prepare for a Will or Trust Contest

    Legally everyone is entitled to leave their estate to anyone they want. This means that they can exclude (or “omit”) anyone they want from receiving any distributions under a Will or a Trust. Often ...

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  • How will you protect your assets After tax season

    Admittedly, this time of year (i.e., March-April), no one wants to think about anything other than Tax Season. The 1099s are in, the expenses are accounted for, and the checks to IRS/FTB hare sent ...

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