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Many families are a blend of "his, hers, and ours." The modern family has modern complexities that will cause problems later without planning today. You might have questions, such as: 1) If I die, how do I benefit my spouse without disinheriting my child? 2) Who...

Special Needs, defined broadly, means "a person who relies on government assistance to meet their daily needs." If you have a child with physical or mental disabilities or older children who need MediCal (for example) then you have serious questions. You're awake at...

The divorce was was already hard enough on the kids. Now imagine how hard things get when tragedy strikes and you don't have a plan. If you're divorced, you want to eliminate hassles and guesswork and make life easier on whoever you leave behind. Benefits of planning...

You've invested in some real estate rental properties and are generating income. Now you want to make sure your personal wealth is protected from business liabilities. You're losing sleep at night wondering: 1) For example, What happens to the business if I die? 2)...

You've built up a reputation and are making sound investments. Your family has provided you the stability at home to help you realize success in business. Now you're concerned about your family's stability if you're incapacitated. Your biggest concerns include: 1)...

When you have young children you want to give them all the help you can before you're gone. But will your child know what to do 40 years from now when today she is only two years old? Your child might be the smartest in the class, but how well does he handle money?...

One of the greatest gifts in life is a grandchild. You want that special person to know how much their grandparents appreciate them and give them a head start. You might have questions, such as: 1) Can I skip my child to benefit my grandchild? 2) Who should be in...

If you're married then you probably have heard about estate planning. There are a few major things that keep you up at night because you want to: 1) Ensure that your family is protected if one of you dies suddenly; 2) Eliminate the hassles and guesswork from your...