Estate Planning

Funding and Other Life Changes
By Matt Deen on February 4, 2015
For your trust to work as designed, assets need to either be presently titled in the name of the...
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Change in Assets/Estate Taxes
By Matt Deen on January 12, 2015
Needless to say, if your financial situation has changed substantially since you last met your estate planning lawyer,...
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Updating Your Estate Plan
By Matt Deen on December 19, 2014
After deciding to implement an estate plan, many people procrastinate for months (even years) before they finally reach...
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LLC Operating Agreements
By Matt Deen on November 7, 2014
Believe it or not, but California LLC’s are not actually required by law to have written operating agreements in...
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