You don’t have to be a famous artist or entrepreneur to own intellectual property (IP). If you create music, write stories, develop inventions or own a business, you likely have valuable IP. However, because IP is intangible, it is often overlooked in estate planning....
Estate Planning
Estate Planning
Estate Planning — What you must pay attention to at your next home sale closing
A home sale closing marks the final step in transferring property ownership. It is the moment when the seller receives payment and the buyer takes legal title to the home. Several key parties are typically present at a closing, including: The closing agent A...
Estate Planning — Two costly estate planning myths
Estate planning protects your assets and ensures your wishes are honored, but common misconceptions lead many to delay it. Two major myths can lead to unintended consequences, financial complications and emotional stress for loved ones. Myth #1: If I don’t have an...
Estate Planning — Trusts & homeowner’s insurance: Avoiding costly claim denials
Transferring your home into a living trust is a smart estate planning move, helping to avoid probate and streamline asset distribution. However, many homeowners fail to update their homeowner’s insurance after making this change. If your insurance policy does not...
Estate Planning — Complete estate plan vs. Just a trust: Key differences
When planning for the future, many people assume that creating a trust is all they need to protect their assets and ensure a smooth transfer to beneficiaries. While a trust is a powerful tool, it is just one piece of a complete estate plan. Understanding the...
Estate Planning — Understanding Grounds for Contesting a Trust in California
Trust contests in California typically arise when beneficiaries or potential heirs believe something went wrong in the trust's creation or administration. While trusts are generally more difficult to challenge than wills, there are several legitimate grounds for...





