Monthly Archives: February 2013

Why you need an Estate Plan in California

February 8th, 2013 (No Comments)

DO I NEED AN ESTATE PLAN? Whatever the size of your estate, you and your heirs will benefit from an estate plan. If your estate is small in value, you may focus simply on who will receive your assets after your death and who should be in charge of managing your estate. Alternatively, if your […]

Warning to California Professionals with an LLC!

February 8th, 2013 (No Comments)

The California Legislature has chosen to classify certain careers or professions as “Professional.”  Professionals are bestowed with greater responsibility simply do to the nature of their profession.  For example, the consequences of a doctor’s mistake would be far more life altering to the patient than a mistake made by a newspaper delivery person to the […]

What is “Funding” your trust?

February 8th, 2013 (No Comments)

“Funding” your trust is a necessity of any trust centered estate plan.  If you have already made a big step in the right direction by establishing a trust; you must not forget to do the next most important item, which is properly “funding” your trust.  Failure to fund your trust can defeat the purpose of […]