Whether you live in Orange County or somewhere else in California, many of us believe that estate planning is simply instructions on how to distribute your assets when you pass away. From that perspective, estate planning is often viewed as something one does only after they have acquired substantial assets. While one major benefit of estate
Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an – or revising an existing – estate plan. Military families need to consider special estate-planning issues that others
My Australian Shepherd, Motley, just celebrated this third birthday, and it got me to thinking what have a done to provide for him if something happens to me? For a lot of us, a beloved pet is considered an important part of the family. Indeed, my wife and I always say we have a family
My call to action this month is to rise above limitations. In my last “Personal Note,” I discussed taking action to achieve desired goals. However, one reason for inaction is an acknowledgement of limitation. While actual limitations do exist, most limitations are simply perceived. Remember the saying “where there is a will, there is a way?” So true. Just look
It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. Indeed, two-thirds of Americans do not have any estate planning in place, and 69% of parents have yet to name legal guardians for their children. These are frightening statistics, but understandable as vacations are fun but contemplating