Explore the Pros and Cons of Creating a Trust in an Estate Plan Wills and trusts are the primary estate planning documents that are used to transfer property after someone passes away. A will must undergo the probate process before any property is given to the designated beneficiaries. A trust, on the other hand, transfers…

Estate Planning Amid the Coronavirus Pandemic Coronavirus has upended the daily lives of billions of people across the world. It has never been more important to plan for the unexpected because nobody really knows what tomorrow will bring. If something were to happen to you, how would your family members get by without you? An…

What Are the Differences Between a Will and a Living Trust?   When people start working on their estate plans, they often confuse the terms “will” and “trust”, so we’ll be discussing will and living trust differences below. These actually both play very important and distinct roles in estate planning. The right choice for you…

Kyle Jones & Moneywise: A One-Stop-Shop I’m fortunate to practice in Bakersfield where we have a host of local, independent resources available to assist my clients.  One such resource is Moneywise Wealth Management, with whom I have a long-standing professional relationship. Their financial advisory team consists of David Anderson, Sherod Waite, Garro Ellis, Kris Pelster…

Estate Planning Mistakes to Avoid  Are you among the 60 percent of Americans without an estate plan? Many believe that estate planning is for the wealthy, but this is just a common myth. The truth is, anyone with a child, home, money in the bank, or any other type of property should have at least…

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