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Do you really need a will?

You May Not Think You Need a Will, But You Really Do. “Protecting What’s Yours!” is our primary goal.  Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far Read More

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The Pros and Cons of Probate

“Protecting What’s Yours!” is our primary goal.  In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was ultimately established to protect Read More

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5 Tragic Mistakes People Make When Leaving Assets to Their Pets

A pet trust is an excellent way to make sure your beloved pet will receive proper care after you pass on. The problem, of course, is that you won’t actually be there to see that your wishes are carried out. It’s critical to set up a pet trust correctly to ensure there are no loopholes Read More

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Money Isn’t Everything in Estate Planning

How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into your estate plan alongside your Read More

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No Immediate Asset Protection?  Why Should You Create a Revocable Living Trust?

WARNING:  Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits.  This is absolutely not true. While Trusts commonly provide asset protection for beneficiaries, few Trusts protect assets owned by the person who created the Trust. Fully funded Revocable Trusts are dynamite Read More

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Do you really need a will? You May Not Think You Need a Will, But You Really Do.

Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, you may think that a will is entirely unnecessary since you have Read More

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How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and Read More

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The Pros and Cons of Probate

In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was ultimately established to protect the property of the deceased and his/her Read More

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5 Things to Talk About Estate Planning with Your Family

Do you want to pass on your wisdom along with your money through your estate plan? Accomplishing both requires a family meeting to have a conversation about your money, your legacy, and your core principles. Most families have very busy lives and the only time they see one another face-to-face is around the dinner table Read More

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  • Carlsbad Office
    1902 Wright Place
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    Carlsbad, California 92008
    Phone: 760-237-0323
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    Phone: 951-246-2370