Category: Estate Planning

estate planning tips article

Starting with your initial idea, building and owning a business can be an exciting venture from day one. Developing a proper business plan, securing financing, marketing, paying taxes and all of the other small, but significant, details will surely be some of the most challenging yet rewarding work that you will perform in your lifetime. But have […]

Estate Planning

Most people are familiar with the need to create a will, but less are aware of the forward thinking of a comprehensive estate plan. An estate plan includes a will and various other considerations for all of the facets of your life. After all, your life is much more than just your assets. Your healthcare, […]


This article was originally published in the August/September 2017 issue of Kern Business Journal. A few months ago my car broke down. As you can imagine, this was very frustrating because I still needed to get my kids to school and myself to work.  Fortunately, I decided a year earlier to pay for an extended warranty. At […]

Lack of Will May Cause Hardships for Loved Ones After a lifetime of providing and caring for them, one of the last things you probably want to happen to your family is subjecting them to the stress and expense of settling your estate. Yet too many people fail to adequately and thoroughly put plans in […]

last will and testament

What Happens When Someone Dies Without a Will in CA? Thorough estate planning is essential for ensuring your property is distributed according to your wishes and avoiding unnecessary taxes and delays in distribution. Nevertheless, many people put off estate planning until it is too late. While your family members still typically receive your property even […]

estate planning article

This article was originally published in the October/November 2015 issue of Kern Business Journal. Almost every day, it seems as if someone is trying to sell me on some hot, new technological device. Over here, I have someone selling the latest and greatest smartphone on the market. What’s so great about it? Well, for starters, it has […]