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March 17, 2019

Acceptable Forms of ID for Notarization

What are acceptable forms of ID to notarize your signature? According to the National Notary Association, notaries are presented with expired IDs more often than you […]
January 27, 2019

Naming beneficiaries to keep the peace.

Children seem to be the natural choice when naming beneficiaries.  But, often times, the children experience a very difficult time when their parents’ estate is being […]
December 10, 2018

Things to consider when choosing beneficiaries

What is a beneficiary?  A beneficiary is someone you name who will receive your property after you die.   You can name your spouse as the […]
November 5, 2018
name-a-guardian

How to name a guardian for your minor children.

A Last Will and Testament is the legal document to name a guardian for your minor children. A guardian is someone who will take care of […]
October 15, 2018

Good record keeping is important for your family’s sake

Now that you have made a list of your assets, it is a good idea to learn the basics of good record keeping! This means, as […]
October 1, 2018

Identifying Your Estate Assets

 Your Assets may be Hidden Treasure for your Family What is an asset? An asset is anything of value or a resource of value that can […]
September 24, 2018
How to set up an LLC

How to set up an LLC in 3 easy steps

You have a great idea!  You want to share it with the world!  So, you decide to set up an LLC.  But, how does one go […]
April 23, 2018
Protect your business from probate

How to protect your business from probate as a sole proprietor.

You may have set up a trust to protect your estate from probate but what have you done to ensure your business avoids probate?  Your business […]
March 3, 2018
protect your corporation from probate

How to protect your corporation from probate.

In this article I will share useful information for the corporate and partnership business owner.  As I explained in an article about sole proprietors, it’s all […]
February 15, 2018
health care directive

When should I get a Health Care Directive?

When is the right time for an Advanced Health Care Directive? A lot of people think that setting up a Health Care Directive can wait until […]
February 1, 2018
setting up a parenting plan

Setting Up A Parenting Plan

Child Custody Parenting Plan (Visitation) A parenting plan for visitation is typically set up for the noncustodial parent.  Section 1.11 of California Child Custody Litigation and […]
January 15, 2018

Updating Your Trust

With a new year, we tend to think about getting things done that we have put off in the past.  Among other things, it’s also a […]
November 17, 2017
How to talk to your parents about their estate planning

How to talk to your parents about their estate

They want what is best for you, but are they prepared? How do you talk to your parents about their estate planning? Many of us travel […]
October 19, 2017

Beware of Unwanted Solicitation on Your Property Profile

An Offer for Your Property Profile may be unwanted solicitation in your mailbox. After a document is recorded on your property, you may receive what looks […]
September 28, 2017

Legal Separation. How is it different from Divorce?

Legal Separation.  Is it the same as filing for divorce? NO. Divorce also means “dissolution of marriage.”  Whereas, a Legal Separation means you are still married.  […]