Blog

5 Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions for you if you are alive but unable to make those decisions Continue reading

How to Help Your Loved Ones (and Assets) Avoid Probate

Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) Continue reading

5 Reasons You and Your Business Partner/ Best Friend Forever (BFF) Need an Operating Agreement

You and your BFF have an understanding. You think alike and you’ve decided to go into business together. Everything is informal because you and your BFF do not stand on ceremony.  There’s no operating agreement, no bylaws, or buy/sell agreement. You’re just two guys who like to work Continue reading

Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?


The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become U.S. citizens, but many non-citizens live in the United States as well. In 2019 alone, approximately Continue reading