Resources

Estate Planning Q & A

Comparison of Wills and Trusts

Basic Estate Planning Steps

Glossary of Estate Planning Terms

Trust Adminstration and Trustee Responsibilties

Myth or Reality of Estate Planning

Holographic (handwritten) Wills in California

Do You Need an Irrevocable Trust?

Your Irrevocable Life Insurance Trust

When Should I Review My Estate Plan?

Choosing Your Lawyer

Choosing Your Estate Planning Team



Recent Articles:

What is your "estate?"

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All intangible assets: Bank accounts Annuities Stocks Bonds Mutual funds Limited partnership interests Small business ownership interest Life insurance face amounts (payout to beneficiaries) Retirement plan proceeds (what you have now and what’s left when you die)...
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Business Succession Planning: Is Your Legacy At Risk?

The question of who will take over the reins, when the entrepreneurs and business owners of the 1970's and 80's reach retirement age, will be a major concern at every level of American business as we move into the 21st...
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