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What is a Spousal Trust?
As you may expect, a spousal trust is something designed to help take care of your spouse when you pass on. There are several reasons why...
Nov 27, 20202 min read


Should I Open a Trust?
A lot of our clients come to us with this question – should I open a trust? There isn’t a black and white answer for everyone, but we do...
Feb 28, 20202 min read


Plan Your Estate When You Have Small Kids
When you have kids, it complicates life, especially when you throw estate planning into the mix. If you are a young parent, you don’t...
Aug 14, 20192 min read


This is How You Should Financially Prepare Before Death
Whether old or young, with a lot of money or a little to leave behind, there are things you could do now to make it easier on your family...
Apr 15, 20192 min read


7 Things You Need to Know About Trusts
Trusts are an important part of planning for a family since they can be used to protect assets from risk by passing and transferring...
Dec 15, 20183 min read


How to Transfer Assets into a Living Trust
Living trusts have become a popular way to bypass the costly, public, and time-consuming process of probate and enables your successor...
Aug 15, 20182 min read


Preserving Your Legacy
As an estate planning attorney, one of the questions I get the most is how can I be sure that my kids aren't going to just waste my money...
Jun 6, 20181 min read


The Kwok is Ticking
An Unwanted Surprise for California Title Insurance Holders Homeowners in California with estate plans have historically transferred...
Jun 6, 20181 min read


Living Trust & Estate Planning
Funding Your Trust IS A Must The Alternative Can Be Quite Costly - While you are making plans for your next family vacation and have...
Jun 6, 20181 min read


Who Should You Trust as Trustee?
Over the past few years I’ve worked with many people who have lost a loved one to help them understand how big their job is as trustee of...
Jun 6, 20183 min read
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