Asset Protection

Protect Yourself Assets take a lifetime to accumulate but can be lost in an instant. We often see people who have worked hard all their lives lose some or all of their assets due to lawsuits, bankruptcy, creditors, family accidents, or other unfortunate circumstances. These risks are common, but that doesn’t mean they have to be yours if you take the right precautions.   The Myth, The Legend, The Protection Asset protection aims to ensure … Continued

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Streamlined Small Estate Probate Process

Probate Process   Did you know that the probate process varies depending on the type of estate? Small estates have a separate probate process that is often overlooked, but many estates actually qualify for it. Qualifications  In California, certain criteria determine whether an estate qualifies for the small estate probate process. The first requirement is … Continued

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Special Needs Trust Planning

What is a Special Needs Trust  A Special Needs Trust (SNT) maintains the finances of a disabled individual who may need help managing them . Also, SNT allows the individual to continue to receive government benefits such as SSI and Medicaid/Medi-Cal.  Creating a Special Needs Trust has many benefits but you must be aware of the … Continued

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