By: Pooja Patel, Esq of DPA Attorneys at Law  You have invested significant time, money, and effort into building your multi-million-dollar business. But this sacrifice will be lost without a plan for your assets. We often assume that we have plenty of time for our future, but life is unpredictable. To shield our families from…

Wills and Trusts are necessary planning tools to protect your family, legacy, and assets. Unfortunately, many people procrastinate creating their Will or Trust, forcing their spouse and family into expensive court costs and high estate taxes. Because of poor planning, all too often an estate can shrink to half of its original value.  Here are…

3 QUESTIONS EVERY TRUST SHOULD ANSWER Who will be in charge of my Trust assets if I become incapacitated or when I die? How will my Trust assets be managed or distributed when I die? Which assets will be put inside my trust? NOTICE: Attorney advertising. Attorney licensed to practice law in California only. Not…

A revocable living trust holds your real estate and your other major assets in your name as trustee (e.g. Robert and Mary Smith as Trustees of the Robert and Mary Smith Family Trust)  It is “revocable” because you revoke it or change it while you are alive  It is “living” because it comes into existence…