Estate Planning Consultation Prep

Estate Planning Consultation Prep

What Should I Bring When I See My Estate Planning Lawyer? When someone makes an appointment with me to discuss their will and trust (or lack thereof), they almost always ask what to bring with them to the estate planning meeting. Sometimes they will bring an entire...
Do I Need a Will or a Trust?

Do I Need a Will or a Trust?

Finding the Right Estate Plan Will or a Trust? The topic presents confusion for many.  Some of this confusion comes from not knowing what these documents are or what they do, and some comes from not knowing which one you might need for your particular situation. Let’s...
The Do’s & Don’ts of Using Content From the Internet

The Do’s & Don’ts of Using Content From the Internet

Can I use content from the Internet in my work? I get this question a lot. Sometimes, it’s not even a question – the person assumes it’s fine as long as they [use less than a certain amount/don’t make money from it/clipped it from Google/insert justification here]....
How Do I Put A Copyright Into My Trust

How Do I Put A Copyright Into My Trust

All right, you’ve created a trust. You’ve also created a copyright, one that’s valuable enough that you want to put it into your trust to protect it. You may even have several income-producing copyrights that you want to put into your trust. So how do you go about...
Five Ways to Protect Yourself While Sheltering in Place

Five Ways to Protect Yourself While Sheltering in Place

I think it’s safe to say that most Californians are tired of sheltering in place, or at least are tired of binge-watching TV. If you’re looking for a project that actually makes you feel productive, might I suggest you work on your estate plan? If that project hasn’t...