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Retirement decision-making for baby boomers is very different than it was for their parents, when it was usually just one spouse (Dad) who retired. More often than not, both spouses work now and must make decisions together on retirement, and each may have very different ideas of what that retirement should look like. Here are […]

Estate Planning 91024

A simple will is one of the most basic California estate planning documents there is, and everyone over the age of eighteen should have one to make sure that there is no question about what would happen to their assets (and kids) if something happened to them. But there are some cases when having a […]

Estate Planning, 91024

If you’re visiting this site to find out what we charge for a Will or you are considering calling us (or any other law firm) to ask, “How much do you charge for a Will?” stop. That’s not the right question. The first question you need an answer to is, “What should I have in […]

It is important to know the difference between a Will-based plan and a Trust-based plan so you can make an informed decision about what is best for you and, ultimately, your family. A Will-based plan is an estate plan that does not include a Living Trust to hold title to your assets. For example, our […]

Legacy Planning 91024

No one likes to think about death, especially their own. That is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done through the right lawyer, creating an estate plan actually makes your life better. Here are some of the things that estate planning does […]

inheritance 91024

Research shows that a majority of baby boomers will receive an inheritance at some time during the lives, with the average inheritance estimated at $65,000. If you are the beneficiary of a family inheritance, here are 7 steps you can take to be sure you manage it wisely: 1. Re-examine your financial goals. Look at […]