Estate Planning essentials

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Now more than ever, it is imperative that each of us have a comprehensive estate plan in place. A properly executed Healthcare Directive, Power of Attorney for financial management, Will, and Trust allow us to express our wishes and make those wishes known to our...

Avoiding common Estate Planning mistakes

Mar 6, 2020 | Firm News

Estate planning is not about planning for your future. Instead, it is about easing the future sense of loss among your loved ones.  It is easy to make mistakes that cause your survivors more heartache. You want to leave behind a loving legacy, not a...

3 things to know about a Power of Attorney

Dec 4, 2019 | Firm News

There are many documents you may include in your estate plan in California. One option is a power of attorney. However, there are a few different types, so you want to familiarize yourself with them before deciding on which one to go with for your estate plan. Money...

What is Undue Influence

May 28, 2019 | Firm News

A trust is an excellent way for people to provide for their loved ones after they are gone. A person establishing a trust is often called a “trustor” and usually has his or her close family and friends in mind when the trust is drafted. The trust will identify the...

Will v. Trust

May 28, 2019 | Firm News

When it comes to estate plans, it is important to understand the difference between a will and a trust. There are a variety of different names for wills (e.g. living will, pour over will, etc.) and trusts (e.g. living trusts, inter vivos trust,...