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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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.
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Summertime and The Living Was EasyArticle Written By, Philip Kavesh One of a series of personal reflections upon growing up in small town America in ... Children
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What Happens to Your Living Trust If You Become Disabled?Discover what happens to your living trust if you become disabled. Learn about the role of a Successor Trustee and how they manage your assets when you're...
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Common Misconceptions About Living TrustsWhen it comes to estate planning, we often hear quite a bit about Wills (or Living Wills) in media and movies. We rarely hear ... Estate Planning Attorney
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How living trusts can help loved ones with disabilitiesMany people worry about how their passing will impact their loved ones. For those who have children with special needs, ...
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What’s the Difference Between a Will and a Living Trust?You have worked hard throughout your life to accumulate the assets that you have during your lifetime, so it's only natural ... Living Trusts
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The Role of an Estate AdministratorDiscover the essentials of estate administration in California, including selecting a reliable estate administrator to ensure your estate plan is properly...
