Tag Archives: wealth

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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What is probate and why should you avoid it??

Probate is the court proceeding that happens when someone dies without proper estate planning. In California, if an estate is larger than $150,000 and a trust is not created, the estate is subject to Probate. The general purpose of probate … Continue reading

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Estate Planning isn’t just for the rich!

Yes, a will is always important but if you have assets, a more comprehensive estate plan is necessary. While reading the current issue of MONEY Magazine, I came across an article (that’s where the picture came from) and thought it … Continue reading

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