We Can’t Leave a Legacy if Our Kids Don’t Survive

As a mother of three boys, my heart just breaks with the recent news about two separate teenaged boys who died in car accidents.  Our thoughts and prayers are with the families of these boys — Alex Capozza and William Wardrip. It saddens me greatly and also causes fear for my own boys …

What No More Estate Taxes?

We spend time and effort creating plans to find legal ways to avoid paying taxes. We all pay taxes everyday… from property tax, to sales tax, to gasoline tax, to Mello Roos  (a nice little tax on newer homes here in Carmel Valley to fund new schools)… Taxes are everywhere. …

Welcome to the Creating Legacies Blog!

Welcome to the Creating Legacies Blog! This blog is about living with the end in mind.  It is about legal planning (trusts, estates, wills, living trusts, powers of attorney, etc.) and protecting your assets and passing on your assets to future generations.  Yet, it is about so much more than …