Estate Planning Blog

August 8, 2017

What Is a Trust?

A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, […]
August 5, 2017

Why Everyone Needs an Agent

Everyone needs an agent – and not the Hollywood type. An agent is someone you designate to handle your estate after you’ve gone or who can […]
August 5, 2017

Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is […]
July 22, 2017

The Perfect Solution for Choosing Your Child’s Guardian

If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while […]
July 14, 2017

What Every Single Parent Needs to Know About Estate Planning

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, sports […]
July 10, 2017

Does Your Trustee Need to be a U.S. citizen?

Selecting a trustee to manage and distribute trust assets to beneficiaries upon your death just became a little more complicated.  If you are deciding whether to name […]
July 10, 2017

What You Can Learn From the Estate Planning Mistakes of Others

  There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning. […]
July 10, 2017

Is Your Small Business Being Audited? Stay Calm and Read On

Audits can happen to any business. Small businesses are no exception. The IRS can conduct an audit on your business when your tax filing contains questionable […]
July 17, 2017

“See you in the Umbra!”

If you have a few minutes to kill, try doing this: Log onto Expedia.com, Hotels.com, Travelocity, Kayak, Priceline, or any of these related search engines. Search […]
June 14, 2017

“If You Had to Pick Just One Place….”

Ready for a tough question? Here it is: which one place on all of Earth symbolizes all of human life? Think hard.  I bet you’re not […]
June 8, 2017

What do I do about my professional corporation or partnership if I have a trust?

If you are a doctor, lawyer, accountant, or other licensed professional with your own business practice in California, you are certainly aware of the many rules […]
May 12, 2017

“Indian Mythology & Mother’s Day”

  So, I’ve learned that one of the advantages of having kids is finally being able to rely on them. My first experience with this new phenomenon […]

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