Why “Just a Will” Is Never Enough
in the South Bay of California
JOIN OUR MAILING LIST




- Apr 24
- 5 min
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead

- Mar 6
- 3 min
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits


- Feb 8
- 4 min
Before You Agree to Be a Trustee, Read This!

- Jan 28
- 4 min
4 Common Mistakes Made On Life Insurance Beneficiary Designations

- Jan 3
- 5 min
3 Essential Questions To Ask Before Creating Your Will Online

- Oct 14, 2022
- 7 min
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?

- Sep 27, 2022
- 6 min
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1

- Aug 29, 2022
- 5 min
3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part2

- Aug 19, 2022
- 4 min
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1

- Aug 8, 2022
- 5 min
4 Essential Strategies For Protecting Your Family's Assets

- Jul 22, 2022
- 6 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 1

- Jul 12, 2022
- 6 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage

- Jul 6, 2022
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds

- Jun 24, 2022
- 8 min
Estate Planning FAQs For LGBTQ+ Couples

- Jun 13, 2022
- 4 min
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know

- May 27, 2022
- 4 min
Don't Let Your Kids Leave Home Without Signing These 3 Documents

- May 20, 2022
- 8 min
Key Milestones For Planning Your Retirement


- Feb 12, 2021
- 5 min
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning


- Nov 24, 2020
- 4 min
Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1