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…

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