Blog Articles

Asset Protection
Asset Protection

What You Need to Know about Trusts

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

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Inheritance
Estate Planning

Can Kobe Bryant’s Widow Amend Trust?

Vanessa Bryant has filed legal docs to protect all of her children.  She is asking a judge to amend Kobe’s trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.

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Durable Power of Attorney
Durable Power of Attorney

What Is a Power of Attorney?

One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.

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Trusts
Estate Planning

What Should My Estate Plan Include?

Though most people who contract COVID-19 experience mild symptoms, it doesn’t hurt to be prepared if you do need to be hospitalized. It can feel scary thinking about getting sick or not being able to make decisions for yourself, but an estate plan is meant to ease your fears. After all, wouldn’t you feel better knowing that the burden of making health and financial decisions will never fall on unprepared family members?

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