September 27, 2026

You Signed Your Trust, But is Your Trust Funded?

Your home may be in the trust but what about everything else? Signing a revocable living trust is a huge steps towards your planning and family protections.  It is the foundation of it all; but, by itself, it is an empty shell. Signing the trust does not complete the plan. […]
February 16, 2026

What is a Trust?

A revocable living trust is a legal entity created by an individual (the grantor) to hold and manage their assets during their lifetime and dictate how those assets should be distributed after their death. (A trust is only One document used in estate planning, and not a complete plan). Here’s […]
February 12, 2026

Don’t Accidentally Disinherit Your Own Children

One of the most important reasons to create an estate plan is simple: To make sure your children are not unintentionally disinherited. This risk is much higher in what’s called a blended family. A blended family is when one or both spouses have children from a previous relationship. And here’s […]
January 22, 2025

Why You Need to Update Your Estate Plan After These Life Events?

Have you ever had an event, planned or unexpected, make a big impact in your life? It may be that you had a change of heart and want to make changes or one of the following event happened; but having a plan up to date could make the different between […]
January 13, 2025

The Pitfalls of a DIY Will. Lesson-Learned From Real Cases

Several times throughout the years I have been presented with a DIY will. I have seen many versions, from hand-written forms printed from the internet. The odds are usually, unfortunately, that these Wills may not work the way they were intended. Let me tell you a real story: Many and […]
January 6, 2025

National Bird Day: Planning for the Future of Your Feathered Friends

National Bird Day: Planning for the Future of Your Feathered Friends On January 5, we celebrate National Bird Day—a day to recognize the beauty of our avian companions and raise awareness about conservation efforts for wild birds.While many of us proudly own Pet Birds, I find this day to be […]
December 31, 2024

Happy New Year 2025

As 2025 comes, and new and exciting goals are achieved, we want to wish you the best of years with health, abundance and love. Our number one goal this year is to bring each of you the right information about estate planning and to bring peace of mind to as […]
November 19, 2024

New Husband, New Heir

Very Valid Question from a concerned son:Yahima, don’t get me wrong. I am very happy with my mother’s newfound love. I like this guy, and he is making her happy. I do have a concern because my mom and dad worked very hard to build what they built, and I […]