
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!


How Mediation in Probate Protects California Families
Discover how mediation in probate can help California families resolve estate disputes and safeguard their wealth while preserving important family relationships.
Introducing Financial Concepts to Children at Different Ages: A Guide to Teaching Money Management Skills
Age-Appropriate Financial Concepts for Children Teaching children about financial concepts from a young age is important for their future financial success. It’s essential to start early, as studies indicate that children who received more than 10 hours of financial education were more likely to save, spend less than they earn, and avoid overdrawn checking accounts.…
The Role of a Probate Lawyer in Estate Settlement
The Role of a Probate Lawyer in Estate Settlement: A Comprehensive Guide Dealing with the loss of a loved one is never easy, and when it comes to managing their estate, the process can be both emotionally and legally complex. This is where a probate lawyer steps in, playing a crucial role in ensuring everything…
The Role of a Living Trust in California Estate Planning
The Role of a Living Trust in California Estate Planning Estate planning can often feel like navigating a maze, especially in a state as complex as California. Among the many tools available to help manage your estate effectively is the living trust. But what exactly does a living trust do, and how can it benefit…
DIY Wills Risks: What California Families Must Know
Learn how DIY wills risks can jeopardize your family, assets, and legacy in California. Discover safer estate planning for families and property owners.
Estate Planning for Blended Families in Oxnard
Understanding the Unique Challenges of Estate Planning for Blended Families Blended families, which often include spouses, biological children, and stepchildren, face unique challenges when it comes to estate planning. Unlike traditional families, where the distribution of assets may follow a more straightforward path, blended families must navigate complex dynamics to ensure fairness and avoid potential…
How to Find the Best Estate Planning Attorney in Westlake Village
How to Find the Best Estate Planning Attorney in Westlake Village Estate planning is a crucial aspect of managing your assets and ensuring your loved ones are cared for after you’re gone. Finding the right estate planning attorney can make all the difference in creating a comprehensive and effective plan. If you’re in Westlake Village,…
Probate Court Alternatives: Protecting Your Family’s Wealth
Discover probate court alternatives to safeguard your estate, minimize costs, and ensure your family’s future is protected in California.
What Should You Not Put in a Living Trust?
What Should You Not Put in a Living Trust? Source: images.pexels.com Creating a living trust can be a wise decision for effectively managing your estate. It offers numerous advantages, such as asset protection from creditors, control over your assets, and privacy from the probate process. While the benefits are appealing, it’s crucial to understand…
How Tax Reform Will Impact You And Your Estate Planning
In December 2017, Congress passed, and President Trump signed a sweeping tax reform bill commonly known as the Tax Cuts and Jobs Act. This Act contains significant changes that will impact your estate planning and income tax situation going forward. Estate Tax Changes Starting January 1, 2018, the estate, gift, and generation-skipping transfer (GST) tax…