Trust litigation Attorneys – Inheritance Important for Retirees Trust litigation attorneys are more and more in demand with a record number of baby boomers going into retirement. Unfortunately, much of the retiring population’s savings will not last them through their golden years. That’s why a record number of them are relying on their inheritance to…
Executors, Trustees & Beneficiaries (null)
Watch Vanessa’s live appearance on the “Intentional Parent,” where she discusses Kids Protection Planning. Did you know that a whopping 69% of parents do not have any safeguardsin place for their kids? Of those parents that do, many of them have made at least one of the six common mistakes that could leave those protections…
The Doolin Group’s Annual Client University features speakers of international prominence, who share new ideas and new trends on a range of topics for the entire family − and valuable information foundational to asset management − investing, tax planning, estate planning, economics and more! The day begins with Brian Wesbury who joins us for the…
Checklist of Immediate Actions When Faced with the Death of a Loved One This checklist is designed to enable you, the person named as the “Successor Trustee” in someone’s Living Trust, to handle the affairs of the Trust when the Trustor is an unmarried individual, or a widow or widower (and is now the second…
Kids Protection Planning Guide Inside you will learn the 9 simple steps your should take to ensure that your kids are always protected.
7 Common Estate Planning Questions and Their Answers Estate planning, with or without a lawyer, can be a little overwhelming. In my practice, I see several questions that come up again and again.
Proper asset protection planning is an integral part of every effective estate plan. It’s even more important if you operate a business, own real property or have any personal or business assets. We will evaluate your holdings and work with you to develop the best way to legally protect your assets from potential creditors. Watch Vanessa’s workshop,…
Vanessa will help you put a plan in place to ensure that you have the maximum protection of and control over your assets, should you become incapacitated or require assisted living. In California, the most common of these incapacity planning tools is Medi-Cal Planning.
