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Monday, September 10, 2018

Intro to Probate: What Is Probate?

Understanding the Probate process emphasizes that proper estate planning is vital!  This week, we give you an introduction to Probate, what it is and what it entails.  


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Friday, August 31, 2018

Celebrity Estate Planning Mistakes - UPDATE: Aretha Franklin Did Not Have a Will!

 Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate.  We have provided a reminder checklist to prevent this from happening to you and your family.     


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Monday, August 20, 2018

CA Property Tax Breaks: Parent-to-Child Exclusion

If you own property in the Golden State and have children (and/or grandchildren), you will want to continue reading!  This week we discuss the California parent-to-child exclusion (grandparent-to-grandchild) and what that means for your property taxes.

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Monday, August 13, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!


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Wednesday, July 25, 2018

Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible


The National Law Review, Ben Leonard, Esq.

As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my 18-year-old adult self would have. Of course, it never occurred to me that it would have been prudent to have certain legal documents in place to make sure my parents could intervene on my behalf if I were injured, ill or incapacitated while I was away at school. This never occurred to my parents either! In fact, my mother and father did not fully appreciate that when I turned 18, at least in the eyes of the law, they no longer had any dominion over me.



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Monday, May 21, 2018

Celebrity Estate Planning Mistakes

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!


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Thursday, March 29, 2018

Estate Planning Questions Everyone Should Ask Themselves

Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...


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Friday, January 26, 2018

Getting Organized in 2018: A Guide to Set Yourself Up for Success!

Happy 2018!  Keep celebrating and carry on!  Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!


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Friday, December 1, 2017

Legacy Planning: Why Planning for your Legacy will Benefit Your Estate.

Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!

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Monday, November 20, 2017

Things to be Thankful For: Giving Generously in Your Estate Plan

For our Thanksgiving edition, we talk about being generous in your estate plan. If you are thinking of options to give generously while providing for loved ones, this is for you! 

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Friday, September 22, 2017

Who Are the Decision Makers in Your Estate Plan? (Part 2)

Continuing the discussion about the key decision makers that may impact your estate.  In the second part of this discussion, we are giving more information regarding the individuals you can choose to help run your estate!

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