Book A book icon Megaphone A megaphone icon Chat A chat bubble Calendar A calendar symbol Calendar alternative A calendar symbol Menu A menu symbol for navigation print A computer printer symbol Location A map location marker Location alternative A map location marker Phone A phone symbol User A human silhouette indicating login Document A document symbol Facebook Facebook social media icon Facebook Facebook social media icon Twitter Twitter social media icon Twitter circled Twitter social media icon YouTube YouTube social media icon YouTube YouTube social media icon YouTube Play icon YouTube social media icon Vimeo Vimeo social media icon Vimeo circled Vimeo social media icon LinkedIn LinkedIn social media icon LinkedIn circled LinkedIn social media icon Instagram Instagram social media icon Instagram circled Instagram social media icon Pinterest Pinterest social media icon Pinterest circled Pinterest social media icon Mobile A mobile phone Tablet A tablet symbol Laptop A laptop computer symbol Desktop A desktop computer display Pencil A pencil symbol Ok A checkmark symbol cancel-circle A X symbol Plus An addition symbol Minus A subtraction symbol Heart A heart symbol Star A star symbol Videocam A video camera symbol Caret A small triangle symbol Newspaper A newspaper symbol Cart A shopping cart Tools A hammer and a wrench symbol Flag A flag symbol home home-desc Photo A photograph symbol Audio A speaker with sound symbol Cog A group of cogs symbol RSS A RSS feed symbol Comment A speech bubble symbol Link A chain link symbol Export An export arrow symbol Envelope An envelope symbol Search A magnifying glass symbol Info An information symbol Info circled An information symbol Help circled A question mark symbol Clock A clock symbol Globe A globe symbol Globe alternative A globe symbol none none

Selecting the Right Trustee

Why naming your children as trustees may not be the best idea.

Checking and Updating your Estate Plan

A little maintenance can prevent some big problems down the road.

Here are some things that should trigger a review of your estate plan.

Tips for Buying or Selling a Home in California

September 2015

Before you sign, here are a few basics to consider when buying (or selling) real property.

It Pays to Know the Basics of Estate Planning

April 7, 2015

Once only reserved for the rich, estate planning is now something everyone should be aware of and give some serious thought, no matter how much you have.

Setting up an LLC Could be Beneficial

Own a business or rental property?

When should I consider forming an LLC? Any time you own something that involves customers or assets with some level of legal risk, such as a business or a rental property, I normally suggest owning that asset in the form of an LLC for several very important reasons.

Medi-Cal Planning

If You Think You May Need A Nursing Home...

A Consumer’s Guide to Financial Considerations and Medi-Cal Eligibility