top of page
Blog Posts
Search


How to Determine if You're a 'Successor-in-Interest' and Obtain Mortgage Information After a Borrower's Death: A Guide for Surviving Family Members
A step-by-step guide to help you determine if you are legally entitled to information about a mortgage after the named borrower dies.
Oct 5, 20243 min read


Directing the Trustee Instead of Acting the Part--Pros and Cons of having a Trust Director
When a Trust designates certain individuals as Trust Directors, the Trust is referred to as a "Directed Trust."
May 13, 20242 min read


ABC's of California Restraining Orders
A restraining order is a Court Order that is meant to put a stop to another person's bad behavior.
May 10, 20244 min read


Comprehensive Estate Planning: Providing for Care and Incapacity with Revocable Trusts
It is easier than ever to avoid probate by using transfer-on-death (TOD) and pay-on-death (POD) designations on assets, such as the...
Mar 17, 20242 min read


4 Types of Evidence to Prepare for Your Lawsuit
If you are thinking of taking someone to court, there are four things to prepare in advance.
Jan 12, 20242 min read


The Ins and Outs of Inheritance Rights in a Blended Family
Blended families face unique challenges when it comes to estate planning. Without a plan in place, inheritance rights of stepchildren...
Nov 21, 20233 min read


Do you know the Difference Between Probate And Estate Planning?
You may have heard the terms “probate” and “estate planning” floating around, but what exactly do they mean? Better yet, is there a...
Jan 3, 20232 min read


Estate Planning Basics
Estate Planning is for everyone (even a busy superhero). Batman has Robin, Sherlock has Watson, and every president has her...
Nov 12, 20182 min read


Premarital Agreements Are Part Of Your Estate Plan
What is a Premarital Agreement (PMA)? A premarital agreement (“PMA”) is a written contract signed by fiances before marriage that become...
Nov 12, 20185 min read


Halloween Estate Planning Tricks – Our Treat!
Estate planning can be scary, we understand. That’s why we’re sharing some tricks of the trade that you don’t need an attorney to help...
Oct 25, 20181 min read
bottom of page