Keeping Wealth in the Family: The Dynasty Trust
When it comes to planning for your children’s future, most people focus on simply leaving assets behind. But what if you could go a step...
4 days ago
Navigating Medi-Cal Recovery: How a Trust Can Help Protect Your Assets
Medi-Cal is California’s version of Medicaid, a program that provides healthcare services for low-income individuals, including those who...
Jun 13
Why Every California Parent of a Minor Needs a Guardianship Plan in Place
As parents, we devote our lives to caring for and protecting our children. We plan for their education, their health, and their...
May 19
Time Moves On - Has Your Estate Plan?
When most people complete their estate plan, there’s a sense of relief — a big item checked off the life to-do list. But here’s the...
Apr 17
Why a Will Doesn’t Avoid Probate
In California, having a will is an essential part of estate planning , but there’s a common misconception that it will help you avoid...
Mar 27