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Join date: Sep 1, 2022
Posts (14)
Aug 10, 2026 ∙ 3 min
The Most Common Estate Planning Mistake in 2026: Forgetting to Update Beneficiary Designations
Many people spend considerable time and effort creating a revocable living trust, signing powers of attorney, and preparing healthcare directives. Yet one of the most expensive estate planning mistakes continues to occur after the documents are signed: failing to review and update beneficiary designations. For families in La Mesa, California, and Kirkland, Washington, this oversight can result in assets passing to unintended beneficiaries, unnecessary taxes, family disputes, and even...
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Jul 7, 2025 ∙ 5 min
Estate Planning for Small Business Owners and Real Estate Investors: Why Your LLC Should Be in a Trust
If you own a small business or investment property through an LLC , you’re already thinking ahead about asset protection and liability....
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Jul 7, 2025 ∙ 4 min
Pet Trusts: How to Protect Your Furry Family Members (and a Funny Story to Prove It)
For many of us, pets aren’t just animals—they’re beloved family members. Whether it’s your loyal golden retriever, your mysterious cat,...
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Jennifer Georgianne
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