3 min readDifferences Between a Will and a Living TrustThere are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...
2 min readPower of Attorney: Why You Need OneWhen the time comes, having a power of attorney is a critical document to have. The power of attorney is among a handful of estate...
3 min readEstate Planning Attorney Advice for Aging ParentsImagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs....
3 min readDo I Need to Update My Will if I Move to a New State?As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...
3 min readDo You Really Need a Lawyer to Make a Will or Trust?With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living...
3 min readEstate Planning if You’re ChildlessEstate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
3 min readResponsibilities of a Financial Power of AttorneyThe concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...
3 min readUpdating Your Estate Plan After a DivorceUpdating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
2 min readHow to Talk to Your Parents About Estate PlanningFox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...
3 min readProper Estate Planning Can Prevent Family FightsIf you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...