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 […]