When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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It’s Time For…Attorney Peter Keon discusses yet another trip to watch MLB Spring Training.
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The Devastating, Yet Avoidable Probate ProcessTips on how a living trust can help you avoid the costly, time-consuming probate process, ensuring secure asset distribution and peace of mind.
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Understanding Charitable Trusts in CaliforniaCreating a charitable trust is a great way to help others after you’re gone, while helping loved ones and yourself while you’re alive.
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URGENT BREAKING NEWS: You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - Here are some frequently asked questions about Prop 19.California voters approved Prop 19 that may dramatically reduce your children’s ability to retain your below market property tax assessment.
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How Californians Can Pass Along Tangible Assets to Loved OnesIf you're wondering what the best way to pass along your tangible assets to your loved ones, here's some tips on some of the best ways to do this.
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Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them)Beware of these latest scams and find out some of the best tips to avoid becoming the next victim of fraud.
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Understanding your role as a trusteeLearn the essential responsibilities of trustee in California. Understand your duties, rights & how to manage a living trust effectively as successor or...
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Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think)by Attorney, Philip Kavesh Once a child (or grandchild) reaches age 18, in California and many other states he or she is ... Emergency Protection Plan
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Instead of Stocking Up on Toilet Paper, You Really Should Be Doing THIS Right Now!If you (or your spouse, together) have IRAs totaling over $150,000, read on... Your IRAs Are Ticking Tax Time Bombs! The ... IRA
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Answers to the Common Questions We’re Now Getting from ClientsWe recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot ... Current Events
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Five Frequently Asked Questions about Memory LossContributed by Belmont Village Most of us have moments when we struggle to remember. It's not unusual to worry, or to be ... Memory Care
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The #1 Mistake Families Are Making (and They Don’t Even Know It!)Don't let procrastination derail your estate planning. Act now to protect your assets and loved ones. Attend a seminar or review your plan today.
