I have practiced law for over 15 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.
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Estate Planning
Estate Taxes
TRUSTS
retirement
Probate
Spouses
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great way to provide for them without giving them complete ownership of the property. Below is a checklist that covers some important questions you need to answer about what your beneficiary can do and what your beneficiary will be responsible for. Available for download below.
July 25, 2023
