Blog

13 Oct New California Digital Asset Law

Revised Uniform Fiduciary Access to Digital Assets Act On September 24, 2016, Governor Brown signed new legislation that addresses how digital assets are to be handled when someone passes away. Prior to this law, when a person passed away, there was no legal direction on how...

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08 Sep When Do I Need To Amend My Trust?

  You should periodically review your plan to make sure it is legally up to date and meets all of your wishes. The estate planning process is exactly that. It is a “process” and not a one time event. The following are some major life changes that...

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06 Jun Property Ownership Part 3: Tenancy in Common

Do you know how you hold ownership to your property? Most people are unaware of exactly the method by which they own their home or investment properties. This is troubling, because depending on how you took title to the property, you have different legal rights....

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03 May Property Ownership Part 2: Community Property

Do you know how you hold ownership to your property?  Most people are unaware of exactly the method by which they own their home or investment properties. This is troubling, because depending on how you took title to the property, you have different legal rights....

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04 Apr Property Ownership Part 1: Joint Tenancy

Do you know how you hold ownership to your property? Most people are unaware of exactly the method by which they own their home or investment property. This is troubling, because depending on how you took title to the property, you have different legal rights....

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13 Feb 5 Common Estate Planning Myths

Have you heard someone say “I’m not wealthy, I don’t need a trust.” This is a common misconception with respect to estate planning that results in thousands of estates being probated each year.   Estate planning is about much more then preserving your wealth for your loved...

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