June 28, 2018
How Can You Include Your Pets in Your Estate Plan?
Pet lovers making an estate plan often ask how they can provide for the future care of their pet. This is a natural question since a pet can be an…
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June 15, 2018
Special Needs Trusts
When an individual is receiving government benefits due to a disability, that person might be in need of a special needs trust. When we say “benefits”, we mean things like…
June 8, 2018
Selecting a Trustee
As you establish a trust, you will proceed through a list of questions that help you to structure the trust appropriately. One of the most important of those questions will…
May 16, 2018
Qualifying for Medi-Cal Benefits
Most of us don’t like to think about it, but there might come a time in the future when we need to move into a nursing care facility. Knowing that…
May 8, 2018
How to Fund Your Trust
Once you’ve established your trust, now you must go about the process of getting your property into the trust. This transfer must be conducted in a very specific way, or…
Ready to Avoid Probate?
Here’s How…
Begin by watching our Estate Planning Workshop
This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home! It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.
Topics include:
- Wills and Trusts
- Probate
- Powers of Attorney
- Advanced Medical Directives