Why a Will Doesn’t Avoid Probate
In California, having a will is an essential part of estate planning , but there’s a common misconception that it will help you avoid...
Mar 27
The Importance of Alerting Your Homeowners Insurance Company When Title to Your Home is Transferred to a Revocable Trust
Transferring the title of your home to a revocable trust is a smart estate planning strategy. It helps avoid probate, offers greater...
Mar 11
The High Cost of Not Having an Estate Plan
When it comes to planning for the future, many people tend to overlook one of the most important aspects of their financial and personal...
Mar 4
Navigating Medi-Cal Recovery: How a Trust Can Help Protect Your Assets
Medi-Cal is California’s version of Medicaid, a program that provides healthcare services for low-income individuals, including those who...
Jan 23
Take Charge of Your Estate Plan, So You Can Enjoy the Little Moments!
As we step into 2025, it’s the perfect time to reflect on the year ahead and set meaningful goals. While New Year's resolutions often...
Jan 7