What is a memorandum?
A memorandum is a document that can be used with a will or living trust to leave specific property to certain loved ones. If you are going to create a memorandum, do it right!
Articles about Create a Trust
What is Planning You Can Trust?
Planning You Can Trust is an all-inclusive team approach where our clients receive comprehensive planning for wealth, tax, and estate needs available.
What is the amount of money that can avoid probate in California?
Many people want to know the amount of money that can avoid probate, but this is sometimes tricky. How things are held in title does matter.
What is the California Independent Administration of Estates Act (IAEA)?
California Independent Administration of Estates Act (IAEA) grants the representative of an estate authority to act without prior court approval.
What is the difference between a will and a trust?
Understanding the difference between a will and a trust is very important to creating the estate plan you want to have in place.
What is the Share of Cost For Medi-Cal
Holly Nabiey Discusses things to consider when creating and modifying your estate plan and how it will affect your share of cost for Medi-Cal.