Blog

April 10, 2023

No matter how complicated your life is, it’s important to have an estate plan in place that lays out your wishes for where and to whom your assets should go. However, writing an estate plan in a second marriage brings with it a different set of concerns that you may not have fully considered yet. Specifically, you’ll need to address inheritance of the children (both natural and step), the rights of a surviving spouse, and the benefit of using trusts to protect assets.

March 17, 2023

If you have been appointed as an executor of someone’s estate and want to understand the best way to carry out your duties, there are certain tips you can follow to make sure that you are on the right track.

Feb. 8, 2023

When drafting your estate plan as a business owner, creating a business succession plan helps enable the seamless transition of your company and its assets. In addition, you can identify and groom new leaders who will oversee the company's affairs in the event of your retirement, sudden incapacitation, or death.

Jan. 10, 2023

There is so much information swirling around online regarding estate planning. Some of it is true. But the other is completely wrong. So, I am here to shed light on the most common estate planning myths.

Dec. 29, 2022

There comes a point in everyone’s life when they start getting serious about planning for the future. A big part of this, for most people, is deciding what should be done with their possessions and assets after they die and figuring out how to best provide for their family. If this is something you’re considering, you should meet with an estate planning attorney to better understand what to consider before you start your estate plan.

Dec. 6, 2022

The remarriage of a parent can cause mixed emotions. It is possible to be both happy your parent is not alone and still questioning, will my parent’s new spouse inherit everything?

Oct. 24, 2022

If you are thinking about creating an estate plan or if someone has died and you are part of their probate estate, the language may be confusing. It is helpful to have knowledge of some of the basic terminology used in the probate process. I can help. I have the resources, knowledge, and comprehensive skills necessary to guide you through either process with your best interests in mind.

Sept. 22, 2022

When a person dies in California, probate is generally required to administer the decedent's estate, pay debts and taxes, and distribute remaining assets to rightful beneficiaries. However, there are several false assumptions and misleading information surrounding the California probate process. This makes it necessary to always seek proper guidance when navigating probate to avoid costly mistakes.

Aug. 31, 2022

Perhaps one of the most important things we do while we are alive is plan for when we die. However, estate planning is put off by most people for a variety of reasons, none of which matter if they die before they create one.

July 15, 2022

In this digital age, there is an infinite number of online forms you can use to do all kinds of things. Although forms from the internet may be suitable for your income taxes, applying for a loan, or completing a survey, they leave much to be desired if you are creating an estate plan.