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Blog | My Estate Plan
May 6, 2017 | Leave a comment
Was Your Estate Plan Designed Just for You? Perhaps you already had an estate plan drafted for you that includes all the proper documents including a Revocable Living Trust, Pour-Over Will, HIPPA Release, Durable Power of Attorney, and an Advance Healthcare Directive. Further, perhaps the funding was completed and deed preparation and filing for your… Read More
What happens to your Estate Plan if you get a divorce? Divorce is a mess. I know first-hand. There are several things you should consider after some of the smoke clears. If you don’t have an estate plan, now would be a great time to get it done. If you do have an estate plan,… Read More
April 16, 2016 | Leave a comment
What is a Will? A Will is a document that is drafted and executed (signed and witnessed) in accordance with California law that is used to dispose of a person’s property after their death. Some other characteristics of a Will is that it only “speaks on death” which can be interpreted to mean that it… Read More
Asset Protection Planning for your Beneficiaries Part 2 How Do I Love You? Let Me Show the Ways How many ways are there to distribute an inheritance? Basically there are two ways: outright, and in Trust. An outright gift provides no protection, and no direction. Now, if you have a beneficiary that is absolutely fantastic… Read More
Should I Use a Will, or a Revocable Living Trust Based Estate Plan? Part 2 What is the Purpose of Estate Planning? To pick up from where we left off in Part 1, here is what we are comparing with Wills and Living Trusts. Part 1 of this Blog covers reasons A and B. Part… Read More
Asset Protection – Keeping the Inheritance Safe Part 1
Asset Protection Planning for your Beneficiaries Part 1 Why Does Someone Create an Estate Plan? As discussed elsewhere on my website and in my Blog, I have mentioned why people create Estate Plans. They do so for the benefits that Estate Planning provides. There are many benefits to creating a Revocable Living Trust, but we… Read More
Comparing a Will to a Living Trust Estate Plan PT. 1
December 30, 2015 | Leave a comment
Should I Use a Will, or Revocable Living Trust Based Estate Plan? Part 1 What is the Purpose of Estate Planning? First, let’s quickly look at some of the purposes of Estate Planning. As I have discussed on my website and various other blog posts, the main advantages to estate planning is to best manage… Read More
Why Does Someone Need a Will or Trust?
December 26, 2015 | Leave a comment
Why Does Someone Need a Will or Revocable Living Trust? What Motivates Someone to Create an Estate Plan? Most of us just learned of Estate Planning from life. Perhaps it was a movie – we’re all familiar with the scene – where everyone gathers at the attorney’s office for a reading of the Will. As… Read More
Estate Planning for Owners of Copyrights, Patents, and Trademarks
December 7, 2015 | Leave a comment
Estate Planning for Those with Copyrights, Patents, and Trademarks. Many of us own and wish to pass on similar kinds of property such as a home, vehicles, personal property and so on. For an estate planner this is all pretty standard stuff. Now there can be many different methods for distribution of these kinds of… Read More
What is a Revocable Living Trust? Will I lose Control of my Property? Name Game So what is a Revocable Living Trust anyway? First let’s clear up some of the various names used for this estate planning device. This Trust can go by a few different names including a Revocable Trust, a Living Trust, and… Read More
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