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This page is dedicated to providing insights and information on estate planning topics. My goal is to simplify the law and make it accessible to everyone, whether you’re a growing family, an individual planning for the future, or someone seeking clarity on legal processes.

Mar 8, 2020

TOD vs. Revocable Trust

There are ways of transferring title to your home without the use of a Revocable Trust. A Transfer on Death deed (“TOD”) allows a...

Mar 2, 2020

The Secure Act - How It Could Impact Your Estate Plan

Saving for retirement is an important part of being able to ultimately enjoy it when you get there. Fortunately, the IRS gives you some...

Feb 13, 2020

Why Create a Revocable Trust?

Revocable trusts have become a popular part of estate plans but for many the idea is still mysterious. One common misconception is that...

Feb 12, 2020

Our College Care Package

Do you have a student going off to college for the first time or already living away at school? If so, your child will need certain...

Oct 10, 2018

Do I Want a “Trust Fund Kid?”

The term trust fund kid can conjure up some undesirable images: entitlement; laziness; and pastel plaid shorts. Even though trust fund...

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The Importance of Alerting Your Homeowners Insurance Company When Title to Your Home is Transferred to a Revocable Trust

The High Cost of Not Having an Estate Plan

Navigating Medi-Cal Recovery: How a Trust Can Help Protect Your Assets

Take Charge of Your Estate Plan, So You Can Enjoy the Little Moments!

Preparing for 2025: Steps to Secure Your Legacy

Conversations Around Inheritance: Why it Matters

Side by Side: Navigating Joint Tenancy vs. Tenancy in Common

Top 5 Estate Planning Mistakes to Avoid in 2024

Navigating the Latest Updates in Estate Planning

Wisdom of Delay: Why Waiting Matters

What Every Parent Needs to Know About Their Adult Child’s Medical Privacy

How an Estate Plan Avoids Conservatorship

Estate Planning for Blended Families: How Life Insurance Can Help

SECURE 2.0 Act - How It Affects You and Your Retirement Account Beneficiaries

The Pour-Over Will: Ensuring Your Legacy with a Safety Net

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Disclaimer: The information provided on this blog is for general informational purposes only and should not be construed as legal advice. While I strive to offer accurate and up-to-date content, laws and regulations may vary by jurisdiction and change over time. Readers are encouraged to seek professional legal counsel for specific issues or concerns. No attorney-client relationship is established through the use of this blog, and any reliance on the information provided is at your own risk.

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