Estate Plan

Do I Need to Put My Cars in My Living Trust?

You may be wondering, Do I need to put my cars in my living trust? Here’s the short answer: if you are talking about the cars you use every day to go to and from work, you probably do not need to bother going down to the DMV and changing your ownership records. After all, [...]

By |2020-06-16T20:17:35-07:00March 8th, 2016|Estate Planning, Life Stuff, Probate|0 Comments

Making Your Wishes Known About Who You Want to Raise Your Children

One of the key tenements of estate planning is making your wishes known about who you want to raise your children if something were to happen to you as a parent. No one wants to think about a morbid situation like this. But your decision can be the key difference between choosing who you want [...]

By |2016-02-04T08:50:26-08:00February 29th, 2016|Estate Planning, Life Stuff, Probate|0 Comments

Follow Through if You Prepare Your Own Estate Plan

I just got finished reading another online post about a living trust plan going wrong. The decedent had used Legal Zoom to create his legal trust plan. According to the post, the decedent had sent form letters provided by Legal Zoom to his banks and financial institutions to change the title of his assets to [...]

By |2020-06-16T20:17:35-07:00February 22nd, 2016|Estate Planning, Life Stuff, Probate|0 Comments

Family Member Excluding other Relatives From Funeral Service

I was just reading on a legal website about how an uncle held a power of attorney over the deceased grandmother, and now the uncle is excluding certain family members from attending the grandmother's funeral. It sounds like that family had some major issues with one another to get to the point that one family [...]

By |2016-02-07T12:57:44-08:00February 8th, 2016|Estate Planning, Life Stuff, Probate|0 Comments

The Financial Consequence of Letting Life Happen and Not Planning Your Estate

I remember a few years ago when I was a third-year law student, I put together a very basic estate plan for myself. I went over to a relative’s house to have my will witnessed, and the relative asked why I was preparing a will and estate documents. It was a good question, as I [...]

By |2016-01-01T03:26:58-08:00January 10th, 2016|Estate Planning, Probate|0 Comments

Do You Have a Plan for Running Your Real Estate Investments?

Over the Christmas holiday, I started thinking about our family’s real estate investments and other families in similar situations. As I mentioned in my personal bio, I grew up in the real estate investment business by working with my dad in his rental homes, gutting them, painting walls, and the like. My parents have several [...]

By |2020-06-16T20:17:35-07:00January 3rd, 2016|Estate Planning, Landlords, Life Stuff|0 Comments