Estate Planning Checklist-Made Easy (21 Step Checklist PDF)
Our 21 Step Estate Planning Checklist will ensure that your health care and financial decisions will be carried out during incapacity and after death.
CA Will vs Trust Made Simple! | The Difference Between a Will and Trust (2024)
Have you ever wondered what the difference between a will and a trust is?
And no, it is not common knowledge… However it can have a giant impact on the lives of the ones you love the most.
8 Quick Tips For Naming a Guardian for Minor Children in California
If you have minor children, you should strongly consider naming a guardian. Here are eight easy steps to guide you through the process of choosing someone responsible who can raise your kids in case something happens to both parents.
Estate Planning for Digital Assets
With so much of our personal and business lives being conducted online, making a plan for digital assets may be the most important planning a person can do.
Using A California Real Estate LLC To Protect Investment Property: Simplified
One of the most effective ways to manage and protect your investment real estate is by holding it in a California Real Estate LLC.
How to Fund a Trust with Ease (15 Asset Types Explained)
Are you curious about how to fund a trust? Great, because we cannot overemphasize the importance of having a fully funded Revocable Living Trust.
An unfunded or partially funded Revocable Living Trust does not avoid probate. These instructions will help initially guide you in funding your Living Trust.