Tag Archives: Will

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

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The TOP 4 (MUST HAVE) Estate Planning Documents

If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading

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Always Wear Clean Underwear

My grandma used to tell me to always wear clean underwear. Not, that I had a problem changing them. 🙂 I’m sure you’ve heard this saying once before in your life! She would always ask, “What if you’re in an … 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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