You may invest considerable time and energy in your estate plan, but how do you ensure it supports your final wishes regarding asset distribution, end-of-life care, funeral plans, and other key considerations? Here are the keyREAD MORE >
In a typical week, I receive calls from individuals facing two common situations involving the estates of their deceased relatives. The first scenario involves someone without a will or trust, necessitating a lengthy and costly probateREAD MORE >
Many ask if an estate plan is necessary. If you own a house in Southern California, it’s vital. Avoiding probate is key. For instance, with a million-dollar house and a $900,000 mortgage, probate costs about $23,000READ MORE >
Our firm specializes in obtaining conservatorships for adult children with developmental disabilities. These conservatorships are referred to as limited conservatorships. Today, I’d like to discuss two distinct types of conservatorships: limited conservatorship and general conservatorship. InREAD MORE >
A living trust, also described as a revocable trust, is a popular estate planning tool that allows you to bypass probate, maintain privacy, and keep a higher level of control over your assets after you pass.READ MORE >