Search Site
Menu
Recent Blog Posts
1 - 10 of 49
Page 1 of 5

5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Fortunately, there is an answer.  A special trust called a “Standalone Retirement Trust” (SRT) can protect Read More

Read More

The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is all perceived to be easy Read More

Read More

Wills, Trusts & Dying Intestate: How They Differ

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills and trusts – and dying without either. Here’s what will generally happen Read More

Read More

An Estate Planning Checklist to Facilitate Wealth Transfer

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming one of these statistics. You need to educate and update your heirs about your wealth transfer goals and the plan you have put in Read More

Read More

Which life events that require an immediate estate plan update?

“Protecting What’s Yours!” is our primary goal.  Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and Read More

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More
1 - 10 of 49
Page 1 of 5
Contact us

Please fill out the form below and one of our attorneys will contact you.

Quick Contact Form

Our Offices
  • Carlsbad Office
    1902 Wright Place
    Suite 200
    Carlsbad, California 92008
    Phone: 760-237-0323
  • Riverside Office
    6809 Indiana Ave
    Suite 130-B1
    Riverside, California 92506
    Phone: 951-246-2370