Category: Avoiding Probate

  • Joint Tenancy and Headaches

    Are you currently in a joint tenancy agreement?

    So, as a couple you want it to be all in a ...

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  • Estate Planning Re-Engineering – New Tax Reform 2018

    In late December 2017, Congress passed the Tax Cuts and Jobs Act, commonly referred to as “tax ref ...

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  • Estate Planning Tips: New Tax Act Triggers Need for Estate Plan Audit and Review

    There are lots of updates in the media about the New Tax Act and how it provides increased wealth fo ...

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  • Estate Planning Tips: Protecting Your Digital Assets

    Physical assets like a house, cash, bank accounts, etc. are no longer the only portfolio to a person ...

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  • Safeguarding Cryptocurrency Assets for the Next Generation

    The days of inherited monies purely being measured in dollars and cents is quickly ...

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  • Inheritance Disputes in Southern California

    Death in itself is hard to accept. When you pass, your children will have to deal with your

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