7-Step Estate Planning for Parents & Homeowners to Protect HeirsPARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS
Protecting Your Family from Creditors and Bad ChoicesFrom Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!
How to Use Trusts to Protect Your Children’s Inheritance
What is a Trust and How Does it Work? A trust is a legal arrangement that allows a person, known as the grantor, to transfer assets to a trustee, who manages those assets on behalf of the beneficiaries. Think of it as a protective container for your wealth, designed to ensure that your assets are…
Why Most DIY Trusts Fail in California
Why Most DIY Trusts Fail in California What It Could Cost Your Family A living trust can help you protect your family, avoid probate, and keep your estate private. But in California, when people use DIY kits or online templates, the results often backfire. Common Pitfalls Most DIY trusts fail because they’re: Not properly funded…
How to Plan for Charitable Giving in Your Estate Plan
Understanding Charitable Giving in Estate Planning Charitable giving in estate planning is the process of designating a portion of your assets to support causes or organizations you care about after your passing. It’s a way to leave a meaningful legacy that reflects your values and priorities. Whether it’s funding medical research, supporting education, or aiding…
How a Revocable Living Trust Can Protect Your Assets
What is a Revocable Living Trust? A revocable living trust is a legal arrangement that allows an individual, known as the grantor, to place their assets into a trust during their lifetime while retaining control over them. The term "revocable" means the grantor can modify, amend, or even dissolve the trust at any time, as…
How to Navigate Estate Planning for High-Net-Worth Families
How to Navigate Estate Planning for High-Net-Worth Families Estate planning can be a daunting task, especially for high-net-worth families with diverse assets and complex financial landscapes. Proper planning not only ensures a smooth transition of wealth but also helps in safeguarding assets for future generations. In this guide, we’ll walk you through the essential steps…
What Is a Living Trust? Complete Guide for California
What is a living trust? This comprehensive guide for California covers types, key benefits, legal requirements, funding, and living trust vs. will comparisons.
How to Plan for Incapacity with the Help of an Attorney
How to Plan for Incapacity with the Help of an Attorney Life is unpredictable, and planning for the future involves more than just financial investments or retirement plans. One critical aspect often overlooked is planning for incapacity. This refers to putting measures in place to ensure your wishes are respected if you become unable to…
Who Should I Choose as My Executor or Trustee in California?
You’ve worked hard all your life. You’ve accumulated assets, maybe a house, some investments, or personal treasures you’d like to pass on. And if you’re like me, ensuring that these assets are handled with care after you’re gone is a top priority. This is where picking the right executor or trustee comes into play. …
How to Handle Estate Planning for a Loved One with Dementia
How to Handle Estate Planning for a Loved One with Dementia Dealing with the emotional and practical challenges of dementia is never easy. When a loved one is diagnosed with this condition, it becomes crucial to ensure their affairs are in order, especially regarding estate planning. This guide will help you navigate the complexities of…
The Benefits of Establishing a Dynasty Trust in California
The Benefits of Establishing a Dynasty Trust in California If you’re considering ways to preserve and protect your wealth for future generations, establishing a dynasty trust in California might be an option worth exploring. This trust can provide long-lasting financial security and peace of mind, ensuring that your legacy endures. In this article, we’ll delve…
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Mr. Ridley is just fantastic. He is knowledgable, attentive, honest and was very patient with my many many questions about my legal situation. I am especially appreciative that he helped me to understand that my situation had a resolution in s(...)
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Eric did an excellent job creating our Living Trust. His work was very detailed and thorough, and at a very reasonable cost. I could reach him easily to discuss concerns or questions, and he offered great advice. His depth and e(...)
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Eric Ridley has to be my favorite Lawyer of all time. He helped me out tremendously being the executor of a family trust. I would give him 10 out of 10 no doubt! He did such a good job for me that I recommended him t(...)
