
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!


Understanding the Average Cost for Will and Estate Planning
Discover the average cost for will and estate planning, learn about factors influencing costs, and explore strategies to efficiently manage your estate.
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.…
How a Charitable Remainder Unitrust (CRUT) Can Pay You for Life—and Support a Cause You Love
How a Charitable Remainder Unitrust (CRUT) Can Pay You for Life—and Support a Cause You Love If you’re a California resident with appreciated assets—like stock, real estate, or a business—you may feel stuck: Sell now and face a hefty capital gains tax? Or hold forever and lose the flexibility? There’s a better path: a Charitable…
I’m A “Super Lawyer!”
OK, it’s sort of cool. I was listed as a “Rising Star Super Lawyer.” It doesn’t mean anything, but it’s neat anyway.
Financial Elder Abuse In California
When a party accepts the fiduciary duty on behalf of another party, they are required to act in the best interest of the principal, the party whose assets they are managing. This is what is known as a “prudent person standard of care.” The prudent-person rule requires that a person acting as fiduciary is required to act first and foremost with…
Ten Reasons You Need Estate Planning In Oxnard Ca
Believe it or not, you have an estate. In fact, nearly everyone in Ventura County & Oxnard (and the rest of the world) does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest,…
What Is Estate Planning?
I think “estate planning” may be too large, or too vague of a term. It’s hard to explain in an elevator pitch, what an estate planning lawyer does. Yes, there are documents to prepare. But that’s not it. I look at the practice of estate planning as helping people protect their loved ones, and even…
How To Take Care Of My Children With My Trust
Proper Wills & Trusts Are Critical with Children. If you’re a parent of young children, you are almost certainly concerned that if something happens to you, your children’s future security could be at risk. Part of the process of planning for your children is to name a guardian for them. Naming a guardian is a…
How To Form An Llc In California
How To Form A California Llc There are different kinds of limited liability companies: Single member limited liability company (LLC). A single member LLC is any LLC owned by one person, a husband and wife, or domestic partners. A California limited liability company can also be a member-managed LLC or a manager-managed LLC. Multi-member LLC…