Before It’s Too Late - Eric Gullotta


Estate planning alleviates grief

By definition, if an estate plan is triggered, it is because of the death or serious disability of a family member or close friend.... Continue

Powerful power of attorney

Not all durable power of attorney forms are created equal. First, let’s clarify what a durable power of attorney form (DPOA) is,... Continue

Professional trustees

When a client comes into my office, one of the first things we discuss is whether or not they have a trusted friend or family member... Continue

Sudden incapacity

First let me say that I am not a doctor, nor do I play one on TV. This article is meant to discuss what I refer to as sudden incapacity,... Continue

First steps to estate planning

I am often asked “What do I need to bring to my first estate planning meeting?” Although clients don’t “need” anything,... Continue

Keep your trust out of court

I have two matters in my office right now that are headed to court. What’s worse, both of these cases originate from the same trust.... Continue

Keeping your trust tuned up

Trusts are assets, at least you should think of them that way.  Trusts are like any other assets we own — they must be maintained... Continue

Planning for assets outside California

Many California residents own real estate outside of the state. They may have a second home in Arizona, an investment property in Oregon,... Continue

Updating your documents

One question I often get is, “When should I update my estate planning documents?” While there is no hard and fast rule, there are... Continue

Online estate planning

In the age of the internet, just about anything you can think of (and quite a few things you wouldn’t dream of) can be bought, sold,... Continue