Posts in August, 2017

Aug 29 What's More Expensive Than an Estate Plan? Regret.

Estate Planning is one of these tasks that often fall under “discretionary spending,” and because it has the stigma of having to ...

Aug 22 Testamentary Capacity: POLICE LINE - DO NOT CROSS

The old adage, “ He who waits for something good never waits too long, ” does not apply in Estate Planning . The topic of ...

Aug 15 Stay in Control of your Digital Afterlife

Managing your digital afterlife has become a very relevant trend; even the CA legislator is taking great interest in it. CA ...

Aug 08 Who Do You Trust?

“My parents set up a Trust to avoid Probate, but now that they are gone, the Trustee won’t give us a copy of the Trust, and ...

Aug 01 No Robo-Planning Here

It is already a settled practice in the Financial Industry that human advisors let automate small accounts and routine back-office ...