It’s that time of year again, Valentine’s Day is just around the corner and many of us are thinking about our sweethearts. Often when I am thinking of what to write for my blog I try to make it … [Read more...]

Do I really need a Trust? People often ask why they need a Trust and furthermore why a Will isn’t enough. Pursuant to California law, even if an individual has a Will, an estate which exceeds … [Read more...]

But I am so busy preparing my taxes I don’t have time to do my living trust! The most popular excuse for putting of the creation of your living trust: “It’s tax season and I am SO busy getting … [Read more...]

During our lifetimes we have heard in the news to be careful not to put all our eggs in one basket. We have been told not to invest too much money with one financial institution, not to keep all our … [Read more...]

In today’s financial market, many families are refinancing their homes. In the lengthy and somewhat frustrating process, lenders require homeowners to remove their home from their trust and often … [Read more...]