Blog Posts in March, 2019

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  • How to prepare for a Will or Trust Contest
    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
    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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  • Estate Planning IS Recession Planning
    Estate Planning IS Recession Planning

    The “Recession” buzz is all around us. One of the worst things that can happen during a recession is to lose a loved one, and to actually inherit from their estate through Probate. The lessons of ...

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