Blogs
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately,...
The Silent Threat to Your Estate Plan
It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes...
3 Decidedly Dumb Ways to Leave an Inheritance for You
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are...
The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some...
Integrating Community Property Trust Into Your Estate Planning
A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate planning is the best way to ensure...
How Long Should You Keep Important Documents?
In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people....