Research tells us that the majority of Americans today still do not have estate planning in place and only a third of parents have properly named legal guardians for their minor children. That’s problematic because life happens to all of us and gives none of us...
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you and your loved ones cannot afford. Some mistakes involve...
Before you get alarmed, the real elephants are safe. But you metaphorical elephants, watch out! I know how to eat you…and I’m willing to share how. What do I mean? Creating “to-do lists” of resolutions and goals is part of human nature. So is...
Estate planning is on many “to-do lists” each year. That is a good thing. But resist the temptation to simply check it off your list. It’s not a “one-and-done.” If you are doing your planning right, it should never leave that list because...
The New Year is here! Do you ever find, as we do, that the years tend to fly by the older we get? We know just how busy this year is already because it is for us, too. Between work and the holidays and getting the kids back in school, it feels like there is very...
Orange County Estate Planning Attorney Answers, “Are You Liable for Your Deceased Spouse’s Debts?”March 26, 2020
What to Know Before Transferring Ownership of Your Home in CaliforniaMarch 19, 2020
Important Updates About COVID-19 for Our Clients and CommunityMarch 18, 2020
How a Pour Over Will Works with a Living TrustMarch 11, 2020
6 Mistakes to Avoid When Creating a Special Needs TrustMarch 3, 2020