Archive for the 'Estate Planning' Category

Funding A Trust

Monday, January 26th, 2015

                                                                                                           FUNDING A TRUST   I like to establish a three phase process with my estate planning clients. The first phase is the gathering and drafting phase. This phase includes meeting with my clients to discuss their needs. I then draft the estate planning documents. Phase two is the execution phase. This is where my […]

Review & Reinvest

Monday, January 12th, 2015

    When was the last time you pulled out your estate planning documents to review them, or update them? Most people visit their CPA or Financial planner annually, if not more often. However, people often have a “set it and forget it” mentality regarding estate planning. Below I have listed a few reasons to […]


Friday, March 7th, 2014

(How to find the right estate-planning attorney)   1. Do You Feel Comfortable With This Attorney? This is a personal question to keep in mind, while looking for the perfect estate-planning attorney. The estate-planning attorney needs you to feel comfortable. So comfortable, that you readily share all the skeletons in your closet. If you cannot […]


Friday, February 21st, 2014

…then you likely have a plan to transfer your digital assets. Right? McAfee provided a perceived value of digital assets for a person living in the United States of about $54,722.00.1 Not too shabby. What about the Gamer? I am not a Gamer, unless you count assisting my six year old with her Brave Temple […]


Monday, January 13th, 2014

TOP 10 WILL MISTAKES    1. Believing a will needs to be notarized. In California, the will needs to be witnessed by two (2) disinterested witness. 2. Believing a will avoids a probate. 3. Naming only one executor. 4. Failing to distribute the residue. Many times people say things like my bank accounts equally to […]

Estate Planning 101

Tuesday, November 19th, 2013

Welcome to my estate planning blog. This blog will provide you with valuable information on estate planning, probate and trust administration. I will provide helpful information and tips to assist you in making informed decisions. However, I am not providing specific legal advice, and you should always consult with your attorney regarding the specifics of […]


Wednesday, March 6th, 2013

“LIFE AS A MOVIE” By Mauriah Conway-Spatola on March 6, 2013                                                                                        I […]

There Is No Magical Formula In Estate Planning

Saturday, February 2nd, 2013

    Estate planning is not a one size fits all piece of clothing. It is not a magical hat you can pull out an estate plan from. Every person is unique and has different goals and circumstances. A complete estate plan uses a combination of documents to deal with death and incapacity. Will, Trusts, […]

Forever Student

Monday, August 13th, 2012

I am one of those people that could go to school forever!  However, for me that is not a practical reality.  Luckily my profession requires that I meet continuing education requirements.  You will never hear me complain about having to attend a class to learn the latest and greatest tips and techniques used in my […]


Tuesday, June 19th, 2012

It is true, I too sometimes procrastinate!   I get it.  I understand, it happens to all of us for a variety of reasons.  I really  want to take up yoga.  I have done it in the past and a yogi I am not, but I enjoyed it and always felt great after tying myself into […]