Blog Estate Planning Matters

There’s nothing like a global pandemic to make you realize the importance of sharing life experiences and making meaningful memories with the ones you love. 

Many voters did not know that Prop 19 would end the long-standing protections from tax increases when property is transferred from parents to children. Prop

Probate really is about protecting creditors. Shannon and I do a lot of community education through workshops, seminars, and lately—webinars.  We have each been an

Any adult could face court-ordered guardianship if they become incapacitated by illness or injury. This is such a scary thought.  Imagine becoming legally incapacitated, maybe

Well the courts are open again and I had my first appearance in Downtown LA since the COVID-19 closures. It felt good to be on

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can