When the Unthinkable Happens: Putting Your Guardianship Wishes in Writing

When the Unthinkable Happens: Putting Your Guardianship Wishes in Writing No one ever wants to think about what would happen to their children if they were in a horrible accident, or worse. However, this is something that you can’t afford not to plan for.  The unthinkable happens to people every day, and not being prepared […]

Part 1 — Family Meetings: Understanding and Communicating Family Goals

Part 1 — Family Meetings: Understanding and Communicating Family Goals We all want to raise children who will be careful with money, but how? One of the best ways is to create a family culture of open communication about the family’s values, and the real meaning of wealth.   Part of any family meeting should […]

Guardianship: What Documentation You Need To Create A Solid Plan

Guardianship: What Documentation You Need To Create A Solid Plan A big estate planning misconception is that to appoint a guardian for your minor children all you need to do is name a guardian in your will. Unfortunately, this is not true. A guardianship provided for in a Will only takes effect after you die. […]

Choosing A Trustee? Make Sure They Exhibit These Characteristics

Choosing A Trustee? Make Sure They Exhibit These Characteristics Choosing a Trustee can be a difficult and challenging task. If you are choosing a Trustee, here are some characteristics you may want to consider that will help assure your wishes and the closing of your estate are executed properly.  A Trustee is a person named […]

Practitioner’s Guide to Preserving the Latino Legacy

Practitioner’s Guide to Preserving the Latino Legacy I. Article INTRODUCTION  With each generation, Latin American immigrants are becoming wealthier and more aware of the need to work with California estate planners to protect their legacies. However, when a client from Latin America seeks an estate plan from a California estate planning attorney, the risk is […]