Tag Archives: Bay Area

Avoid an Estate Battle After You Die

Hi all! I hope everyone is doing well. We have been assisting lots of clients and had the honor of attending a wedding a few weeks ago. REMEMBER! It is always important to update your estate plan and a marriage, … Continue reading

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Don’t be a Fool this April- Plan ahead!

Happy April Folks!  We hope everyone enjoyed their Easter holiday (if it was celebrated)! Our office has been busy assisting clients with estate planning issues, probate hearings, child visitation modifications, writing a new e-book, working on an “Estate Planning 101” … Continue reading

Posted in blended families, Children, Estate Planning, Family, Future, Goals, Wills | Tagged , , , , , , , , , , , , , , , , | Leave a comment

You Don’t Have to Be Elizabeth Taylor….

You don’t need to be Elizabeth Taylor to be on your second, third, or even fourth or fifth marriage. If you have had more than one spouse, you have special estate planning needs, especially if you have children with each … Continue reading

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“My parents aren’t getting any younger. How do I talk to them about Estate Planning?”

It’s Monday! That means its the start of a new “work” week and time to get things done! I was talking to a client last week (let’s call her Cristina), a wife and mother of two young children. We were … Continue reading

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Want to know what NOT to do when it comes to Estate Planning? Here are 5 Common Mistakes!

Here are 5 Common Estate Planning Mistakes you want to AVOID: You don’t have an estate plan: If you own assets exceeding $150,000 (thats owning one house!), a will is not going to protect your assets or the loved ones … Continue reading

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