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  • Premarital Agreements - Before and After
    Premarital Agreements - Before and After

    Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

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  • Conservatorships Defined.
    Conservatorships Defined.

    What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...

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  • Financial Planning for your Estate Plan
    Financial Planning for your Estate Plan

    You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan. You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

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  • It's Wedding Season: Looking Beyond the Honeymoon...
    It's Wedding Season: Looking Beyond the Honeymoon...

    It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and which ...

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  • New Year, New Goals for Estate Planning
    New Year, New Goals for Estate Planning

    Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s time to ...

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  • 'Wrap' up Your Affairs: The Year-End Estate Plan Checklist
    'Wrap' up Your Affairs: The Year-End Estate Plan Checklist

    Congratulations! You’ve made it through the year and you took our advice of planning for your family. You have a trust and will in place, and up-to-date powers of attorney in your estate plan. The ...

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