Passing It On: Estate Planning for Families

Who Should Be Your Financial Power of Attorney in California? If you were suddenly hospitalized and unable to manage your own finances, who would pay your mortgage, handle your bills, deal with your bank, and sign financial documents on your behalf? That is one of the most important questions a Financial Power of Attorney is designed to answer. In this video, I explain what a Fi...

Should you have a will or a living trust in California? The answer depends on what you own, your family situation, and how you want your assets handled after you pass away. In this video, I explain some of the key differences between a will and a revocable living trust in California and why many California homeowners and parents may want to consider a trust as the centerpiece of...

Dave Ramsey recently said that unless you have a net worth in excess of $100 million, you probably don't have a need for trusts. As a California estate planning attorney, I have a very different perspective. One of the biggest misconceptions about living trusts is that they're only for extremely wealthy families. Estate tax planning and probate planning are two very different th...