Estate Planning

Having estate planning documents in place is important. It can bring you the peace of mind that comes with knowing your wishes will be fulfilled. It’s also important to assure that your assets will pass on the way you wantREAD MORE

I occasionally hear this question, and the answer is somewhat surprising to those who ask me: even if you do not create a Last Will and Testament, you still have one. It was written by your state legislature. A willREAD MORE

At our recent Living Wisely educational luncheon, we discussed the subject of fostering a legacy of peace and harmony. A great wealth of information was shared by our panel of two attorneys and one private fiduciary.  Here are the topREAD MORE

As Baby Boomers start to approach their “Golden Years,” housing is one of the more challenging issues to plan for. Most senior citizens prefer “Aging in Place” in their own home. However, medical, safety, and economic concerns may make stayingREAD MORE

Most affluent Californians have some form of an estate plan. While a will is a necessity, many people have invested in a comprehensive package including a will, trust, powers of attorney and advanced health care directive. As discussed previously inREAD MORE

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