A living trust can be used to safeguard finances, increase privacy, manage assets, and it can help you avoid the dreaded probate process...

With proper planning, there are ways to avoid a conservatorship. Powers of attorney, living trusts, advanced health directives, and other...

Talking is the single most important thing that you can do to prepare for the death of someone you love.

On January 1, 2016, AB 139 passed which purportedly created a new way for California property owners to transfer real property to their...

Whether performing estate or retirement planning, two scenarios should be at the heart of your discussion: what happens to your estate...

Currently, if you’re single, you can own up to $5.45 million in assets before your heirs have to worry about paying estate taxes. We’re...

The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are...

The U.S. Department of Veterans Affairs has a little known tax-free pension available to help qualified veterans, spouses, and their...

Every January 1st, many of us set resolutions or goals for the upcoming year, in the hopes of breaking old habits and starting the New...

Many families have concerns about their potential beneficiaries’ or heirs’ spending habits. If you are worried that your child,...

The question inevitably crosses my desk at least once a month, “Do I really need a trust, isn’t a will enough?” Predictably, the...

This question looms in the back of our minds and enters our consciousness more and more as we get older. For those with family members,...

There are many different kinds of trusts, some more complex than others and were used in the past for tax benefits. While these tax...

Most people put a lot of time and thought into creating their estate plan in order to save their family from the complexities and...

The U.S. Department of Veterans Affairs has a little known tax-free pension available to help qualified veterans, spouses, and their...

Celebrities appear to live fantastic lives full of glitz and glamour, and have all the access to professional advice that money can buy. ...

There are many different kinds of trusts, some more complex than others and are used for tax benefits. While these tax benefits may have...

The certainty that the only certainties in life are death and taxes has existed almost since time immemorial. These certainties are a...