top of page
(909)375-3377
Search


The California Spousal Property Petition: A shortcut to FULL BLOWN Probate.
PROBATE is long, costly, and sometimes, contentious. Further, and in certain circumstances, it cannot be avoided. But this article isn't...
17 views
0 comments


SCHOOL OF HARD KNOCKS: Estate Planning
"5-THINGS YOU DON'T WANT TO HEAR ABOUT ESTATE PLANNING" READER WARNING: IF YOU ARE EASILY OFFENDED, OPEN-MINDED BUT ONLY WHEN IT ALIGNS...
40 views
0 comments

STEPPED-UP-BASIS: Save thousands on Capital Gains.
Before we jump into the confusing and sometimes convoluted world of taxes, gains, and trusts; let's start with something easy, you know,...
17 views
0 comments

"HELP THEM, HELP YOU!": Special Needs Trust.
"If Government Benefits Matter, then you need a Special Needs Trust!" As parents-- The perpetual question we ask ourselves is, "when we...
13 views
0 comments


"Anyone but MOM!" The truth about Personal Guardianship.
Foreword: Listen! In no way am I saying MOMz is the anti-Christ. I mean, she's not even religious...kidding,...LOVE you MOM, but...
18 views
0 comments


*An LLC is ONLY half the PIE* How an LLC and Trust work together.
"You've done the work--now reap all, not just half, of the reward." A Limited Liability Company (LLC) is like the Cinderella of the...
12 views
0 comments


~PLAN NOW; DIE LATER~Living Trust vs. No Trust.
People, particularly young people, think about death about as much as they think about IRAs, 401k, life insurance,...well, you get the...
21 views
0 comments
Why Attorney Letterheads Matter!
The power of perception plays a vital role in our society, both personally and professionally. Just think, in the first few seconds of...
32 views
0 comments
bottom of page