Estate Planning Blog

Tips on How to Protect What Matters Most
Do You or a Loved One Need an Elder Law Attorney?

Do You or a Loved One Need an Elder Law Attorney?

Whether you seek legal counsel for yourself or a loved one, elder law attorneys have a wide range of expertise and services that you will require at some life stage, whether in your 40s, 50s, and beyond. Actions you take in one part of your life may have unintended...

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Should My Aging Loved One Needing Care Live with Me?

Should My Aging Loved One Needing Care Live with Me?

Aging in place continues to increase in popularity, but what to do when you notice an older loved one is having trouble living safely at home is an issue many of us face. Troublesome signs like a dirty home in poor repair, unpaid bills, piles of mail, and food out of...

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A Story of the Painful Devastation of Parkinson’s Disease

A Story of the Painful Devastation of Parkinson’s Disease

Here is a story that we heard recently that resonates with us as we have clients and our own family members that battle with the effects of Parkinson’s Disease.  We are sharing with you to provide more insight into the many challenges Parkinson’s Disease presents for...

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How to Prepare for Your Aging Parents’ Care in California

How to Prepare for Your Aging Parents’ Care in California

While every situation involving an aging parent is unique, one truism is that preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide those services, or have worries about...

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Is Equal is Equitable for Children Beneficiaries?

Is Equal is Equitable for Children Beneficiaries?

When it comes to deciding how to leave property to your children, the clearest choice is to divide everything into equal shares. That is the straightforward choice when all your beneficiaries are doing equally well. But what if not? – if, for example, your son is a...

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Passing on Family Values as Part of an Inheritance

Passing on Family Values as Part of an Inheritance

Successfully addressing and legally formalizing the inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors...

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Does Your California Estate Plan Cover a Pandemic?

Does Your California Estate Plan Cover a Pandemic?

On February 11, 2020, the World Health Organization (WHO) gave name to the disease-causing the 2019 novel coronavirus pandemic. The coronavirus disease 2019 shortly after became known by its abbreviation, CO for corona, VI for the virus, D for disease, and 19 for the...

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Understanding When Disinheriting a Child is Mistake

Understanding When Disinheriting a Child is Mistake

Most parents choose to treat their children equally when it comes to inheriting property or money. But sometimes, parents intentionally choose to disinherit a child, and the reasons for doing so may vary. One reason could be that a child who is more financially...

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What is Critical to Understand for the Biden Tax Reform

What is Critical to Understand for the Biden Tax Reform

As the Biden Harris Administration has begun its first 100 days, noting the President’s tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning. That said, middle-class households should pay...

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How to Build a Plan for Blended Families

How to Build a Plan for Blended Families

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a “blended family.”  Blended families highlight the need for careful estate planning to make sure the needs of each spouse are...

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Understanding the Probate Process in California

Understanding the Probate Process in California

Probate is the legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. Probate law varies by state, but there are steps in the process that are...

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How to Protect Your Children’s Inheritance

How to Protect Your Children’s Inheritance

Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor.  A simple way to achieve inheritance protection is through a trust. A trust can pass your...

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The Value of a Letter of Instruction for Your Estate Plan

The Value of a Letter of Instruction for Your Estate Plan

Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires,...

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A Step-by-Step Guide to Leaving Your Loved Ones Prepared

A Step-by-Step Guide to Leaving Your Loved Ones Prepared

Contemplating our own death is one of the hardest challenges we will ever have to face when leaving our loved ones. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we still can. Most of us want to die at home, in...

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What 5 Documents You Should Include in Your Estate Plan

What 5 Documents You Should Include in Your Estate Plan

An estate plan is important for people of all ages, but as we age, the need for planning becomes even more critical. Many people avoid estate planning because they do not want to think about the end of life, failing health, or disability. Others believe that an estate...

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Is Your Estate Plan Updated for the New Year?

Is Your Estate Plan Updated for the New Year?

You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences...

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Life (Happily) Interrupted

Life (Happily) Interrupted

Life never goes exactly as planned.  We fill our days with expectations, tasks, and goals, only to have life disrupt them all.  We truly live a life interrupted.  This year has underscored that very boldly for all of us in different ways. Some disappointing, some...

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California Proposition 19 Passes, Now What?

California Proposition 19 Passes, Now What?

On November 3, 2020, California voters narrowly approved Proposition 19 (“Prop. 13”). The bad news for those that own real estate in California is that it came with significant property tax changes that go into effect on February 16, 2021.  The good news is that you...

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Understanding Gen Xers Retirement Planning

Understanding Gen Xers Retirement Planning

As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and...

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Get Rid of Your Panic Button

Get Rid of Your Panic Button

With the tempest that has been swirling around us this year, it’s natural to feel a sense of unease, anxiety, and even downright panic. These are natural human reactions and emotions. Indeed, it is part of the human condition and in our makeup to have an internal...

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Benefits of a Limited Liability Company for Real Estate

Benefits of a Limited Liability Company for Real Estate

For individuals who own real estate, it is important to consider the best way to structure your ownership. When you are just starting out as an investor in real estate, you may hold title to the real estate personally, but that may not be the most advantageous method...

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