Blog

Estate Planning is Prosperity Planning April 8, 2019

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? April 1, 2019

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 ...

Read More

How to Protect Your Children From Themselves and their Creditors/Predators March 25, 2019

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, ...

Read More

"I am not rich enough to buy cheap things" - the REAL cost of Cheap Estate Planning March 22, 2019

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 ...

Read More

How to prepare for a Will or Trust Contest March 19, 2019

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 ...

Read More

How will you protect your assets After tax season March 18, 2019

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 ...

Read More