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Mistake #4 closely relates to Mistake #3 that was addressed in a previous blog post as it focuses on your assets. Not all of your assets will need [...]

In order for a trust to work properly it must be properly funded and the funding must be maintained. A trust is able to protect your assets from [...]

In part 1 we previously discussed how not keeping up with law changes and strategies is something that may ruin your estate plan. Mistake #1 is mostly caused [...]

In this 8 part series we will be addressing the 8 major mistakes made by individuals who have already created an estate plan. The first mistake is not [...]

While the main focus of this year’s election was on the presidential race the propositions are important as well. This year Prop 19 was passed in California and [...]

Once you create a Living Trust, you are still the owner of your assets as you own your Living Trust, which owns your assets. This means you can [...]

Long Term Care Medi-Cal is a program that will pay for an extended stay in a care facility. The qualifications for this program and the asset restrictions can [...]

Estate Planning is a complicated subject. The terminology can make it confusing and creates many misconceptions. These are the top 6 mistakes we see: Not recognizing your own [...]

As we age and move through life things change. Whether these are positive changes such as a marriage, birth and new friendships, or sad changes such as a [...]

The short answer is it depends on the type of Estate Plan you have in place and what types of assets you have. If you have a Revocable [...]