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Blog Posts in 2015

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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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  • Estate Planning for the future of a Blended Family
    Estate Planning for the future of a Blended Family

    The holiday season is upon us and with Thanksgiving right around the corner, family is in the forefront of your mind. It’s a time for food, fun and animated conversations around the dinner table as ...

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  • Facts About Probate in California
    Facts About Probate in California

    Much of the population do not know that the probate process can make handling a loved one’s estate even more stressful and time consuming, not to mention the high cost of the process. There are risks ...

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  • Back to School: Understanding Basics of Estate Planning for Minor Children
    Back to School: Understanding Basics of Estate Planning for Minor Children

    Summer has flown by and children across the country have returned to school! It’s a time when parents of younger children are rejoicing about the return to routine, while others, perhaps with children ...

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  • March Madness: Strategies to Help you Survive Tax Season-  Maximizing Your Estate.
    March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.

    Personal taxes are due next month, causing some families to be in a state of ‘March Madness.’ If you have an estate plan, it’s important to consult with a financial planner throughout the year (not ...

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  • Estate Planning is the ULTIMATE Expression of Love!
    Estate Planning is the ULTIMATE Expression of Love!

    Show your Family How Much you Care by Giving them Peace-of-Mind. The most thoughtful thing you can do for your family, is plan for when you are no longer here. Many people may think that they don't ...

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