
PARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS
From Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!


Trustee Duties California: Protecting Wealth and Family
Discover trustee duties in California and how the right planning can protect your family’s wealth, legacy, and peace of mind for generations.
The Legal Aspects of Deeds and Property Transfer in California
The Legal Aspects of Deeds and Property Transfer in California Understanding the legalities of deeds and property transfers in California can be a daunting task. Whether you’re buying your first home, selling a property, or involved in a more complex real estate transaction, having a clear grasp of these legal elements is crucial. In this…
California Estate Administration Checklist: Step-by-Step Guide
Follow this estate administration checklist to protect your family and assets in California. Make informed choices and avoid costly mistakes with this easy guide.
How Taxes Affect Your Estate Plan
You may not realize how tax obligations can significantly impact your estate planning. Understanding the nuances of estate taxes, gift taxes, and other relevant tax laws can help you make informed decisions that not only preserve your assets but also maximize benefits for your heirs. Planning effectively can allow you to minimize your tax liabilities…
What should you NOT put into your living trust?
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Understanding Medi-Cal Planning: A Ventura County Perspective
Understanding Medi-Cal Planning: A Ventura County Perspective Planning for the future can be a daunting task, especially when it involves navigating the complexities of healthcare and financial planning. Medi-Cal, California’s Medicaid program, offers essential benefits to those in need but comes with its own set of challenges. In this blog post, we’ll explore Medi-Cal planning…
Trustee Duties Explained: Protecting Your Family’s Future
Trustee duties explained for California families. Learn how smart planning helps secure your children’s inheritance and protects your estate from costly mistakes.
What Does “Probate a Will” Mean?
When an executor is asked to “probate a will,” it means initiating the probate process. The executor does this by filing the correct paperwork, namely the petition for probate and the original will, with the probate court. The executor will be required to prove a will, meaning they need to show that the will was…
The Role of a Probate Attorney: What You Should Know
The Role of a Probate Attorney: What You Should Know When a loved one passes away, managing their estate can be an overwhelming task. The legal process that ensures the distribution of the deceased person’s assets is known as probate. A probate attorney plays a crucial role in navigating this process. In this blog post,…