June 15, 2017
Do you worry about your Digital footprint? Wonder what happens to your facebook, twiter, instagram, youtube, and other online accounts when you pass? Technology has been […]
March 14, 2017
If you have a beneficiary who suffers from a disability, perhaps a handicapped minor or adult child, you should consider leaving their inheritance in a specific […]
February 28, 2017
You’ve probably heard of the importance of having a Power of Attorney. Even though many of us know we need this document, many people don’t understand […]
February 1, 2017
The biggest mistake people make when “planning” their Estates is adding someone else’s name to their bank accounts or erroneously relying on account beneficiary designations. The […]
December 11, 2016
What is the role of a Trustee? If you have a trust, you need a trustee. A Trustee is the person who will execute your trust […]
October 16, 2016
Unless there are compelling reasons why a specific asset should go to a specific person, you should not try to plan around specific assets. We are […]
October 9, 2016
The beauty of the Peninsula creates picturesque backdrops for weddings. Couples from around the US and the world gather here with their families to start the […]
September 15, 2016
Whether you are a US Citizen, Non-Citizen or Non-Resident Alien, you still need to establish your Living Trust. However, your status can play a role in […]
September 9, 2016
School is in session and the little (and not so little) ones are off. You can see them in the mornings, walking through our Del Monte […]