Do Not Die Owning a Car Unless . . .

The Blog was Posted on September 13, 2021 at 5:11 pm by admin

I received yet another call today from the daughter of a client for whom I drafted a trust. The daughter had an all-too-common question: Dad owned a car at his death. His daughter's question was, “How ...

How Often Should My Estate Plan Be Reviewed?

The Blog was Posted on August 26, 2021 at 12:29 pm by admin

An estate plan helps to ensure you and your family are ready for the future. Every adult should have a personalized estate plan in place. Of course, life brings change. The estate plan you set up ten yea...

No Good Deed Goes Unpunished

The Blog was Posted on August 17, 2021 at 5:33 pm by admin

A familiar scenario: Old Aunt Rose is a widow, and her two children live in L.A. and don’t seem to care about her. Aunt Rose is having more and more trouble with the business of daily life—writing ch...

Does A New Will Cancel An Old Will?

The Blog was Posted on July 29, 2021 at 10:20 am by admin

A will is a core aspect of a comprehensive estate plan. Of course, a will is not always a static document. Estate planning needs change over time — and your will may need to be revised or even replaced...

How Often You Should Review Your Estate Plan?

The Blog was Posted on June 16, 2021 at 7:52 am by admin

Broadly defined, an estate plan is the process of preparing legal and financial affairs to ensure that you and your family are fully protected. Estate planning is not a static process. An estate plan sho...