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BENEFICIARY DESIGNATIONS: The LEAST EXPENSIVE Type of Estate Planning.
NOW, you might be too young, work too much, or just haven't had time to think about it, but there is something out there called...
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ESTATE PLANNING 101: What is it, and is it right for you?
The MAIN beneficiary of your Estate Plan, is your FAMILY. If you asked me 20-YEARS AGO about Estate Planning, I would have looked at you...
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The California Spousal Property Petition: A shortcut to FULL BLOWN Probate.
PROBATE is long, costly, and sometimes, contentious. Further, and in certain circumstances, it cannot be avoided. But this article isn't...
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SCHOOL OF HARD KNOCKS: Estate Planning
"5-THINGS YOU DON'T WANT TO HEAR ABOUT ESTATE PLANNING" READER WARNING: IF YOU ARE EASILY OFFENDED, OPEN-MINDED BUT ONLY WHEN IT ALIGNS...
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STEPPED-UP-BASIS: Save thousands on Capital Gains.
Before we jump into the confusing and sometimes convoluted world of taxes, gains, and trusts; let's start with something easy, you know,...
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"Anyone but MOM!" The truth about Personal Guardianship.
Foreword: Listen! In no way am I saying MOMz is the anti-Christ. I mean, she's not even religious...kidding,...LOVE you MOM, but...
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*An LLC is ONLY half the PIE* How an LLC and Trust work together.
"You've done the work--now reap all, not just half, of the reward." A Limited Liability Company (LLC) is like the Cinderella of the...
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~PLAN NOW; DIE LATER~Living Trust vs. No Trust.
People, particularly young people, think about death about as much as they think about IRAs, 401k, life insurance,...well, you get the...
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