Like Us on Facebook Join Us on Google Follow Us on Twitter Connect with Us on LinkedIn

Blog

Category: General Articles



Aug 31 2017

Appraisals Are Important: 3 Steps to Getting It Right

Most everyone knows that appraisals are used to document  how much assets are worth.  Appraisals play a particularly important part …

> Read This Article


Aug 31 2017

Planning Is Crucial if You Have Children With an Ex

How do you choose between your spouse and your children? It may sound like a tough hypothetical in a philosophy …

> Read This Article


Jul 31 2017

9th Circuit Says Divorce Revocation Statutes Work

Divorced or divorcing?  Be sure to change your beneficiary designations.
If that sounds familiar, you must be a loyal reader.  …

> Read This Article


Jul 31 2017

Are Gifts and Bequests Better in $ or %? It Depends

When clients come to us to prepare a Will or Revocable Trust, some have a long list of potential beneficiaries, …

> Read This Article


Jun 30 2017

Estate Plan Can Help Beneficiaries in Uncertain Times

Unless you have successfully turned off the outside world, you have heard about the effort to reform or repeal the …

> Read This Article


Jun 30 2017

IRS Gives More Time to Elect Portability

There was good news from the IRS this month.  They announced they’re giving surviving spouses a break.
People who recently …

> Read This Article


May 30 2017

What to Do With a Timeshare? Some Options

Own a timeshare? If you’re funding a revocable trust or otherwise establishing your estate plan, you should be aware of …

> Read This Article


May 30 2017

Probate Involves Wills, Heirs, and Much More

The word “probate” is probably one of those terms that you’ve heard people use, but you may not be totally …

> Read This Article


Apr 28 2017

New Ruling is Another Reason to Update Beneficiary Designations

Divorced or divorcing?  If you needed another reason to update your beneficiary designations, here’s one:
Metropolitan Life Ins. Co. v. …

> Read This Article


Apr 28 2017

A To-Do List for When a New Baby Arrives

Welcoming a baby into the family is a joyous occasion. Along with that joy come some planning questions for both …

> Read This Article