Estate Planning to Protect Your Assets

How should members of the “sandwich generation” protect themselves and their loved ones? Members of the sandwich generation, those responsible for aging parents and children (even adult children) simultaneously, may experience a great deal of stress, financially as well as emotionally. In such cases, a skilled estate planning attorney  can be a godsend. The sandwich…

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Estate Planning for Property Owners

What do property owners have to consider when engaging in estate planning? Estate planning, desirable for almost everyone, is absolutely necessary for homeowners who co-own property.  They must be prepared for the eventuality of the death of a spouse, family member, friend or colleague with whom they share ownership. Clearly, it will be necessary to…

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5 Common Estate Planning Myths in California

I hear a lot of different information about the consequences of making a mistake in an estate plan. How can I separate fact from fiction?  Estate planning is, of course, an important consideration for every family, regardless of size or financial situation. However, there are a number of myths out there, many of which are…

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Challenges to a Revocable Trust

What is a revocable trust? A revocable trust is used for estate planning because it allows a transfer of assets to someone during a person’s life (a transfer after death would happen through a will). The assets become the legal property of a trustee, who is supposed to manage them and carry out the wishes…

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