A pour-over will is a very simple document instructing that any assets you personally own at the time of your death should be transferred to a living trust you have previously created. A living trust, or a revocable trust, is oftenREAD MORE

Twenty points to help ensure your clients’ legacies stay on track. Matthew F. Erskine | Sep 07, 2023 A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life’s uncertainties. Your clients’READ MORE

The COVID-19 pandemic served as a wake-up call for many Americans, especially regarding end-of-life planning.  According to the survey question “Did your loved one have a will before dying of COVID-19?” only 22.6% responded with Yes, 17.6% responded that theirREAD MORE

Estate plans do and should evolve over time. With that being said, it is important to keep your living documents current, which can be done by reviewing your estate plan every 5 years, or whenever you or your beneficiaries haveREAD MORE

Thank you to those who were able to join our Rancho Bernardo Community Foundation Video Premiere! Watch the video here: Become a Member A vibrant region is built one community at a time. Join your friends and community leaders whoREAD MORE

Here is a great summary of the STEP Act and it’s impact on Estate Planning from Northern Trust:

A bill has been introduced by Senator Patricia Bates. She introduced Senate Bill 668 in partnership with the Howard Jarvis Taxpayers Association to delay the implementation date of a provision of Prop 19 from February 16, 2021, to February 16,READ MORE

If you do not stay on top of your trust, your heirs could have a hassle in probate court. Many people set up trusts, but forget that their accounts do not “magically flow” into their trust. Below are a fewREAD MORE

Due to COVID-19, many people have had to balance working remotely with caring for their children. That being said, many are using their homes as an office and a school, while also maintaining it as a home.  The difficulty balancing,READ MORE

Thank you for voting us “Best of” Estate Planners last year. We hope you will vote for us again this year! One vote per day. Here is the link: