8 Costly Mistakes – Mistake #4: Acquiring Assets that Bypass your Plan
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 [...]
8 Costly Mistakes – Mistake #3: Not Keeping up with Funding
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 [...]
8 Costly Mistakes – Mistake #2: Not updating your plan to reflect family changes
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 [...]
8 Costly Mistakes – Mistake #1: Not Keeping up with Law Changes
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 [...]
Proposition 19 & Your Estate Plan
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 [...]
Buying, Selling & Refinancing When You Have a Trust
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 Qualification, How Does it Really Work?
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 [...]
6 Common Estate Planning Mistakes
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 [...]
I have a trust, but what if things change?
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 [...]
Will my assets go through Probate when I die?
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 [...]
Follow Us