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Probate is name for the legal process used to properly administer and distribute the assets of someone who has passed away.  It is used to settle the financial matters of a deceased [...]

During this Autism Acceptance Week, let’s take a little time to talk about special needs trusts. A useful planning tool for anyone with a disabled family member or living with a disability, [...]

Should You Rely on One or Not? What is a will? Should we be relying on wills? Are they worth the effort and cost to create? We can generally agree that it’s better to have a suitable and [...]

Day 3 of Estate Planning Awareness “Failing to plan is planning to fail.” It’s been said so many times, about so many topics, it couldn’t be more true when it comes to [...]

Day 1- Monday, October 17, 2022 Estate planning is important if you want to save your loved ones from having to endure avoidable hardships which may arise from your death or incapacity. If you [...]

What is a Trust? A trust is a contract that establishes a legal relationship of trust (i.e., a fiduciary relationship) between an owner of an asset and a party empowered to manage the asset [...]

What is the Value of an Estate Plan? All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the [...]

ESTATE PLANNING: WHO, WHEN, AND WHY? This is the second part in our three-part series of blog posts discussing the “Who, When, and Why?” of estate planning. For part one:  “Who Should Have [...]

Estate planning attorneys should be there to stand by you. “When the night has come And the land is dark And the moon is the only light we’ll see No I won’t be afraid Oh, I won’t be afraid Just [...]

On the agenda next week– estate planning for same sex couples.  Bobby Kouretchian will be attending WealthCounsel’s Estate Planning Boot Camp and the Southern California Forum Meeting. The [...]