by James Losaria | Sep 17, 2026 | Estate Planning, Tips, Trusts
There’s a phrase most of us remember from decades past: “Friends don’t let friends drive drunk.” It was simple, direct, and it worked, because it reframed a difficult conversation as an act of friendship, not judgment. The same logic applies to...
by James Losaria | Aug 18, 2026 | Estate Planning, Estate Taxes, Trusts
A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a reasonable question. The article described a provision buried in the One Big Beautiful Bill that tax lawyers and accountants are calling a double taxation...
by James Losaria | Aug 2, 2026 | Estate Planning, Probate
The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the balance and asked when she could begin making payments. She was grieving, overwhelmed, and certain...
by James Losaria | Jul 24, 2026 | Estate Planning, Probate, Trusts
Last week, we covered how it works when you create a trust through your will. This week, I’ll show you how a trust created during your lifetime (called a revocable living trust) functions differently, what your family experiences when you’ve set up a...
by James Losaria | Jul 10, 2026 | Estate Planning, Probate, Trusts
You’ve probably heard that trusts help families avoid probate court and protect assets for the people you love. Maybe you’ve even talked to a lawyer who mentioned including a trust in your will (aka Testamentary Trust). It sounds like a good solution, but...
