Sitemap

• About Us
• Contact Us
• Testimonials

• Articles
• Does Treating Your Children Fairly Mean Unequal Inheritances?
• Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
• Helping Clients Pass on Their Wealth
• Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan
• Choosing the Ideal Trust for Your Wishes
• Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
• Is Outright Distribution the Perfect Fit for Your Loved Ones?
• Starting April 1, 2025, You May Not Need Probate in California (See If You Qualify)
• The Estate of Richard Simmons: Sweatin’ the Small Stuff
• Incapacity Planning: The Other Part of Estate Planning
• Michael Jackson’s Estate Sells Music to Sony for $600M
• The Passing of James Earl Jones
• Wills, Trusts, and Dying Intestate: How They Differ
• Estate Planning: What to Expect from the New Administration
• New Year’s Eve Trivia and Fun Facts
• It Is Okay to Ask for Help
• It Is Time to Make Your Estate Planning List and Check It Twice
• Shannen Doherty Understood That With Divorce, Timing Is Everything
• Have You Checked Your Beneficiary Designations Lately?
• How to Pick a Trustee, Executor, and Agent under a Power of Attorney
• Who Should Be Your Successor Trustee?
• What to Do with Grandma’s Ring: Dividing Personal Property in an Estate
• Should Your Child’s Guardian and Trustee Be the Same Person?
• How to Choose the Initial Trustee of Your Trust
• How Do You Define the Beneficiaries of Your Dynasty Trust?
• Do It Now: Name a Guardian for Your Minor Children
• The Perils of Joint Property
• Won’t My Spouse and Kids Inherit Everything When I Die?
• From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
• Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
• What Another Trump Presidency Could Mean for Real Estate Owners?
• Only Husband's Name On a Grant Deed: What Happens When He Dies?
• What You Can Learn from the Leno Conservatorship Proceedings
• How to Divorce-Proof Your Finances
• Do You Have Enough Life Insurance?
• Who Should You Name as a Beneficiary?
• Creative Uses for Life Insurance
• Lucille Ball: Dangers of Being the First to Die
• Aretha Franklin: Too Much Estate Planning
• Gloria Vanderbilt: No Trust Fund Kids for Her
• Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?
• Intrafamily Loans and How They Work
• What to Do When a Disability Throws Your Estate Plan into Chaos
• Who Will Care for Your Child When You Cannot?
• What Is the Difference Between a Probate and Trust Administration Attorney and an Estate Planning Attorney?
• What Happens to Real Estate With a Mortgage When I Die?
• If You Own Any of These Assets, You Need to Watch Their Value
• Case Study: How Concerned Should You Be about Estate Tax Issues?
• The Countdown Begins: Will We Keep the $10 Million Exemption?
• How Much Authority Does a Trustee Have Over the Stuff in My Trust?
• 6 Things You Need to Do Now to Protect Your Beloved Pets
• Who Will Care for Your Pet?
• Should You Share Your Estate Planning Details With Loved Ones?
• Ways to Provide Money to Care for Your Beloved Pet
• Assembling Your Own (Estate Planning) Team
• The Real Story Behind Trust Fund Kids
• Your Legacy: How Do You Want to Be Remembered?
• Do Not Become an Estate Planning Statistic
• Estate Planning Roll Call: Important Legal Tools You Should Have
• Top 3 Reasons You Need an Up-to-Date Estate Plan
• From Piano Lessons to Carnegie Hall: Celebrating a Journey of Music and Achievement
• Bills and Services to Cancel—and Keep—When a Loved One Dies
• Three Types of Trusts to Plan for Minor Children and Grandchildren
• Four Things Your Spouse Should Know Before You Die
• Four Things to Consider When Using a Continuing Trust
• Personal Guidance from Beyond the Grave
• Limited Impact of Estrangement on Estate Planning
• Nine Ways Your Estate Plan Could Breed Conflict
• Estate Planning Strategies for Your Boat That Are Not Sunk
• What Is Your Relationship with Your Parents?
• Have You Outgrown Your Estate Plan?
• Infusing the Principles of Etiquette into Your Estate Plan
• Important Probate Rules You Should Know
• Quiz: How Much Do You Know About Taxes?
• Balancing Act: What Matters Most to You?
• Taxes That Can Impact Your Estate Plan
• Have You Chosen the Right Trustee?
• Why Deathbed Planning Might Give You Additional Grief
• Ways Your Will Can Be Revoked
• Slicing Your Estate Planning Pi(e)
• Do Not Leave Your Minor Children’s Future to Luck
• Ladies, You Need a Plan
• Have You Thought Through Your Retirement Plans?
• Aaron Carter: A Life Gone Too Soon
• Spring Break Checklist
• The Deceased Spouse’s Unused Exemption Amount: a Spouse’s Final Gift
• Winter Planning for a Great Spring: Retirement Planning Update
• January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
• Tax Season Is Just around the Corner
• Does the Guardian for My Child Have to Be a United States Citizen?
• Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
• What Is the Effect of an Unrecorded Deed?
• Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan
• Important Milestones You Can Incorporate in Your Estate Plan
• Different Types of Charitable Giving
• Unique Gift Ideas that Benefit You Too
• Have You Made New Year’s Resolutions?
• Five Reasons to Protect Your Retirement Accounts Now
• Is Irrevocable Trust a Useful Estate Planning Tool for Californians?
• What to Do if a Rogue Successor Trustee Refuses to Sell the Property?
• Have a Blended Family? Get a Living Trust or Risk a Major Heartbreak
• Do I Need Probate and How Does It Work?
• What Happens if You Lose Your Copy of a Living Trust?
• What’s in a California Living Trust?
• Estate Taxes, Capital Gain Taxes, and Property Taxes in Probate: How Much Will You Have to Pay?
• Full Authority VS Limited Authority in Probate: What Real Estate Agents Need to Know
• Probate and Creditors: Will Your Estate Have to Pay Them?
• How to Choose the Best Probate Real Estate Agent
• How to find the best living trust attorney in Lakewood, California?
• How Much Does It Cost to Probate a House in California?
• Why Homeowners in Downey Need a Living Trust ASAP
• How to Become a Personal Representative in California Probate
• How to Get the Most of the Probate Petition (Judicial Counsel Form DE-111) if You Are a Real Estate Agent or Investor
• 9 Ways to Avoid Probate in California
• Will vs Living Trust in California: Which One Gives Better “Control from the Grave”?
• Recently Passed CA Proposition 19 - How it Affects Homeowner Property Taxes
• The New Medi-Cal Recovery Laws
• New Law! Medi-Cal Cannot Touch Your Home
• The Top 10 Benefits of a Comprehensive Power of Attorney
• What's the difference between Revocable & Irrevocable Trusts?
• Medi-Cal Planning Preserves Homes for Children
• The Revocable Transfer on Death Deed (RTODD)
• Most Famous Tax Loophole for Real Estate Owners
• Real Estate Asset Protection
• How Medi-Cal Can Be Dangerous to Your Home?
• What's In Your Living Trust?
• Estate Tax: Will Your Family Have to Pay?
• Three Estate Planning Items Everyone Needs
• Joint Tenancy Increases Unnecessary Tax Liability
• What is the difference between a “Will” and a “Living Trust”
• 10 Percent Deposit?
• What Happens If You Die Without a Will?
• What Realtors Must Know About Probate

• Certified Probate Attorney in Cerritos

• Disclaimer

• Download

• Estate Planning
• Trusts
• Wills
• Advance Health Care Directive
• Durable Power of Attorney
• Vesting

• Fix Your Trust

• Free resources

• Free resources

• Privacy Policy

• Probate

• Probate Process: First Three Months

• Probate Process: Fourth to Eight Months

• Probate Process: Month Nine to Month Twelve

• Prop 19 downloads

• Proposition 19

• Resources for Realtors

• Seminars
• Gallery
• Probate & Asset Protection A to Z for Real Estate Professionals (DAOR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (Arcadia)
• Probate & Asset Protection from A to Z for Real Estate Professionals (Cerritos)
• Probate & Asset Protection from A to Z for Real Estate Professionals (CVAR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (Pasadena)
• Probate & Asset Protection from A to Z for Real Estate Professionals (San Gabriel)
• Probate & Asset Protection from A to Z for Real Estate Professionals (SBAOR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (SRAR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (WEBINAR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (WEBINAR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (WEBINAR)
• Probate & Asset Protection from A to Z for Real Estate Professionals (WEBINAR)
• Probate and Asset Protection For Real Estate Professionals
• Probate and Asset Protection For Realtors and Investors (IVAR)
• Probate and Asset Protection For Realtors and Investors (OCAR)
• Probate and Asset Protection For Realtors and Investors (OCAR)
• Probate and Asset Protection For Realtors and Investors (TIGAR)
• Probate and Asset Protection From A to Z (Beverly Hills)

• Terms and Conditions

• Tips of the Trade: Real Property, Real Problems

• Trust Administration

• Trust Sales

• Video

• Will VS. Trust - FREE Guide