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Post Categories
Posts
- How Changes in Tax Laws Impact Your Estate Plan
- When Clients Name You as Trustee or Executor: What Every Advisor Should Know Before Saying Yes
- The AI Risk in Estate Planning: Digital Assets, Deepfakes, and Data Theft
- Avoiding Funding Gaps: Why Most Trusts Fail Without Advisor Oversight
- What Happens When Siblings Disagree About “What Mom Would Have Wanted”
- The 5 Most Common Gaps We See in Existing Estate Plans
- Who Protects Your Protector? Preparing Your Successor Trustee for Success
- The Secret Side of Your Trust: What It Can Do During Your Lifetime
- The Peace-of-Mind Portfolio: How to Pair Your Trust with Insurance, Benefits, and Lifestyle Planning
- Love, Life, and the Dreams That Keep Us Moving Forward
- The Overlooked Veterans Benefits That Can Help Your Clients Pay for Care
- Why Estate Planning Is Really a Team Sport (and How Advisors Can Lead the Team)
- Veterans Aid & Attendance: The Benefit No One Told You About
- AI Can Predict Your Financial Life—But It Can’t Protect Your Family
- With California’s New Medi‑Cal Rules, Review Is Key—Even If We Don’t Have All the Answers (Yet)
- When Probate Becomes Necessary—Even With a Trust in Place
- Why Your Kids Need to Know More Than “Call My Lawyer”
- The Most Meaningful Marks We Leave Are the Ones We’ll Never See
- The Courage to Begin Again
- 3 Clues That a Family Meeting Could Save Your Client Years of Conflict
- Advisors as First Responders: Helping Clients Navigate a Sudden Death
- Understanding California Trust Litigation: Advisor Do’s and Don’ts
- The Letter No One Wants to Write, But Every Family Needs
- When Google Fails You: Why DIY Trusts Backfire in California
- Life Changes, Laws Change—But Has Your Plan?
- Building Your Emergency Binder: The Most Important Packet Your Family Will Ever Hold
- From Heirlooms to iCloud: Making Sure Your Personal Legacy Is Protected
- Your Estate Plan in Action: What Happens in the First 48 Hours After You’re Gone
- What Happens to Everything You Own If You Don’t Have a Plan?
- Your Digital Life After Death: What Happens to Your Online Accounts?
- Standing Still in the Whirlwind
- Advisors and Elder Law: Protecting Clients from Financial Exploitation
- How to Spot Clients Who Need Immediate Trust Updates
- Digital Assets, Cryptocurrency, and AI: The New Frontier of Estate Planning for Advisors
- When a Will Isn’t Enough: Why Most Californians Need a Trust
- Veterans Aid & Attendance: The Overlooked Benefit That Can Ease Your Care Costs
- What Your Trustee Secretly Hopes You Did (and Most People Don’t)
- Beyond the Basics: 5 Ways to Strengthen Your Trust Without Changing a Word
- What Makes a Trust “Work”? (Hint: It’s Not Just Having One)
- Is Your Trust Aligned with Your Tax Planning?
- How to Use a Trust Protector: Adding Flexibility to Your Estate Plan
- The “After Death” Playbook: What Your Trustee Needs to Know (Before They Need to Know It)
- Between What Was and What’s Next
- “She Was Still Our Baby”
- What Summer Left Behind
- Who Will Know What You Meant to Do?
- Planning in the Middle: What to Do When You’re Not Young Anymore—But Not ‘Old’ Yet
- No Plan Is a Plan—Just Not the One You’d Choose
- The Emotional Side of Estate Planning No One Talks About
- What Happens If You’re Incapacitated…But Not Gone?
- Halfway Through the Year: What Deserves a Second Look in Your Plan?
- Where I’m Craving More Clarity and Structure — And Maybe You Are Too
- Understanding Heggstad Petitions—And Why They Matter for Advisors
- The Biggest Mistakes We See in DIY Trusts—And How You Can Help Prevent Them
- The Quiet Crisis of Elder Financial Exploitation
- Can Your Kids Handle Their Inheritance?
- Everything’s in My Spouse’s Name”—Why That’s Not an Estate Plan
- Soak It In While It Lasts
- Why Summer is the Secret Season for Medicare Prep
- Legacy Planning for the Non-Traditional Family: Protecting Chosen Family, Unmarried Partners, Co-Parents, and Multi-Generational Households
- Planning for Estranged or Complex Family Relationships
- Don’t Let Your Plan Take a Vacation
- Your Legacy Is More Than Your Stuff: How Estate Planning Captures Values—Not Just Valuables
- When Plans Don’t Talk: The Cost of Misaligned Legal and Financial Strategies
- Your Estate Plan Is Signed—Now What?
- The Heart of the Holiday
- How Planning Now Gives Families Peace and Options Later—Especially in Emergencies
- Before You Board That Plane: 5 Legal Essentials for Worry-Free Travel
- What Happens If You Don’t Choose a Guardian? The Court Might Decide for You
- Travel Insurance Covers Flights—But Who Covers Your Family? Why Legal Protections Matter Just as Much as Trip Insurance
- Modern Family Planning: Supporting Two Generations Without Breaking Down
- Independence in Aging: Preserving Control Over Your Life
- Dado Diaries: The Journey That Changes You
- The Estate Planning Time Capsule: What Would You Want Future Generations to Know?
- The Harmonious Family That Won’t Fight
- It’s Planning Season
- 5 Easy Tips to Simplify Your Year-End Charitable Giving
- How to Protect Your Family When You Both Work in the Same Business
- Dream Big. Start Now.
- Estate Planning 101: Answers to the Questions Everyone Asks
- From Diploma to Independence: Why Estate Planning Starts Sooner Than You Think
- Going Off the Grid? Why You Shouldn’t Leave Without These 3 Documents
- As the Seasons Shift, So Should Your Estate Plan
- Midyear Reset: What to Review Before Summer Turns to Fall
- Dado Diaries: A Life That Feels Like Yours
- Planning for the Unexpected: Why We Recommend the Travel Plan by Inman
- Planning for the ‘In-Between’: When a Loved One Is Declining but Not Gone
- 5 Easy Tips to Simplify Your Charitable Giving
- Want to Disinherit Someone? This Is What You Need to Know
- Estate Planning Strategies to Protect Your Spouse
- Dado Diaries: The Beautiful, Bumpy, Brave Becoming
- Money Can’t Talk—But Your Estate Plan Can Speak for You
- The Unspoken Risks of ‘Set It and Forget It’ Planning
- June Checklist: 6 Small Planning Tweaks That Prevent Big Future Messes
- The Hidden Gaps in Most Estate Plans—and How to Fix Them
- Don’t Let Summer Go By Without Reviewing Your Plan
- The Danger of DIY Beneficiary Designations
- The Quiet Grace of Being Known
- The Secret to Saving Time, Money, and Family Stress? A Plan That Works Behind the Scenes
- What Happens If You’re Temporarily Incapacitated? Your Plan Might Not Say
- Is Your Estate Plan Built to Work with Your Financial Life—or Against It?
- When Life Gets More Complex, So Should Your Estate Plan
- New Baby, New Priorities: How Having a Child Changes Your Estate Plan
- Transitions and Tributes
- “It Looked So Real!” – How to Protect Yourself and Loved Ones from the Most Common Scams Targeting Seniors
- It’s National Elder Law Month: What Does That Mean for You?
- When Your Teen Turns 18, the Rules Change: Why a Young Adult Emergency Plan Matters
- Parkinson’s Disease and the Power of Proactive Planning
- Yesterday’s Vibe is Today’s Mindset
- Ways to Keep a Loved One’s Memory Alive After They Pass
- What to Expect During Probate—and How We Can Help
- Can an Irrevocable Trust Be Changed? Here’s What You Need to Know
- Unlocking the Power of the Heggstad Petition: A Lifesaver in Trust Administration
- The Heart of the Home
- Planning Is an Act of Protection — Not Prediction: What You Can Do Now, Even If Life Feels Uncertain
- Mom’s Legacy Is More Than a Recipe Book: Honoring Her Through Planning
- Your Estate Plan Is Done — Now What?
- When Roles Get Real: The Gap Between Who’s Named in an Estate Plan and Who’s Actually Ready
- Your Grown-Up Checklist: 5 Legal Documents Every Family Needs Before Summer Starts
- Channeling Your Inner Papa Bear (or Mama Bear)
- Steps to Protect Against the Financial Abuse of Senior Adults
- Understanding Public Benefits & Planning Tools for Your Family’s Future How key programs and legal strategies can protect your loved ones and secure long-term care needs.
- What Am I Still Holding Onto?
- End-of-Life Planning Without the Taboo: How to Make It an Empowering Conversation
- Supporting Senior Autonomy: Legal Tools That Make a Difference
- Estate Planning for the Aging Parent: What to Know Before Capacity Becomes a Concern
- Don’t Wait for a Crisis: What a Young Adult Emergency Plan Can Do for Your Family
- Senior Season of Life: 5 Planning Priorities for Aging with Dignity
- Mom’s Legacy: 3 Estate Planning Conversations to Honor Her This Mother’s Day
- Dado Diaries: Embracing the Seasons of Life
- New Conversations for a New Season: 3 Under-the-Radar Estate Topics to Raise with Clients
- Helping Clients Leave a Values-Based Legacy: From Philanthropy to Environmental Stewardship
- Estate Planning Isn’t Just for the Wealthy—It’s for the Wise
- Planning for a Greener Goodbye: How to Add Eco-Friendly Wishes to Your Estate Plan
- Your Life, In a Letter: How to Write a Legacy Letter for the People You Love
- Navigating California Probate: When a Daughter Is Appointed Administrator and a Spouse Survives
- Is It Time for an Annual Planning Retreat?
- Spring Cleaning of Your Mind
- 4 Tips to Avoid a Will or Trust Contest
- Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
- What My Younger Self Would Think of Me Today
- April Showers Bring May Flowers: Planning for Life’s Unexpected Storms
- Preparing for High School Graduation: Estate Planning for Young Adults
- The Role of a Caregiver in Estate Planning for Someone with Parkinson’s
- Take the Shot
- The Link Between Estate Planning and Elder Care Planning – How Aging Life Care Professionals Can Assist
- 5 Signs You Need an Estate Plan Now (Even If You Think You Don’t)
- What to Do If a Family Member Disagrees with Your Estate Plan – Managing Potential Disputes
- New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family
- The Key to Having Better Birthdays
- How an Advanced Healthcare Directive Honors Your Voice and Your Wishes
- How to Utilize Your Healthcare Directive in an Emergency: What Your Agents Should Know
- Protecting Your Young Adult: Estate Planning Essentials for Parents
- How to Choose a Caregiver and Plan for Long-Term Care in Advance
- The Luckiest Gift: A Young Adult Emergency Plan for Your College-Aged Child
- The Estate Tax Sunset in 2026: Why Proactive Planning Matters
- You Get to Do This Life
- Planning for the Unthinkable: Essential Tools for Parents of Minor Children
- AB Trusts—Do You Need to Get Rid of Yours?
- 3 Asset Protection Tips You Can Use Now
- Successor Trustee 101: Their Crucial Role in Managing Your Trust
- Can Love (or Greed) Break a Trust? How to Prevent Disputes After You’re Gone
- How to Avoid Social Security Scams: Protecting Yourself from Fraudsters
- The Joy in the Little Things (Like a Coffee Mug and a Thoughtful Friend)
- Turns Out, Luck Isn’t What I Thought It Was
- Dado Diaries: Striving to Be More Like My Kids
- Estate Planning Through the Ages: How Your Plan Should Evolve Over Time
- The Fine Line Between Caregiving and Financial Abuse: How Estate Planning Helps Protect Seniors
- Your Estate Plan, Your Story: What Will Yours Say?
- Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family
- Important Legacy Questions You Should Answer in Your Estate Plan
- Did Matthew Perry get his estate planning right? The answer might surprise you.
- Four Key Medicare 2025 Changes You Need to Know
- New Law Supports Home Care, Caregivers for Military Veterans
- The Social Security Fairness Act: Will It Affect You?
- Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security
- Presidents’ Day & Legacy Lessons
- Estate Planning as an Act of Love: A Thoughtful Valentine’s Day Gift
- Be Careful Relying on Life Insurance to Provide for Loved Ones
- HIPAA: An Overview for Young Adults
- Why Now is the Perfect Time for an Insurance Audit in Your Estate Planning
- Start the Year with Strategic Tax Planning for Your Estate
- Estate Planning Fire Drill: What You Need to Have Ready in Case of an Emergency
- Estate Planning for Blended Families: How to Find Harmony and Protect Your Loved Ones
- Handling a Loved One’s Debts After They Die
- Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?
- Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood
- Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning
- The Importance of Digital Assets in Modern Estate Planning
- Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams
- Top 5 Advantages of Establishing a Living Trust
- Is it Time to Let Go of Those Old Documents?
- Add An Estate Plan to Your Christmas List
- Who Needs a Special Needs Trust?
- Be Careful Relying on Life Insurance to Provide for Loved Ones
- Happy 18th Birthday! Now What?
- Recognizing and Supporting Family Caregivers in Estate Planning
- Gratitude and Legacy: Giving Thanks Through Estate Planning
- Year-End Estate Planning: Key Steps to Protect Your Family and Assets
- How to Discuss Your Estate Plan with Your Family During the Holidays
- What I Learned from My Rock N’ Roll Neighbor
- Have You Checked Your Beneficiary Designations Lately?
- How to Tackle the Busiest Season of the Year
- The Corporate Transparency Act: What It Means for Terminated Businesses
- Should Your Child’s Guardian and Trustee Be the Same Person?
- Don’t Let Your Estate Plan Go Up in Smoke
- The Power of Purpose: Unveiling the Impact of Charitable Giving
- Should You Share Your Estate Planning Details With Loved Ones?
- Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
- How to Pick a Trustee, Executor, and Agent under a Power of Attorney
- Won’t My Spouse and Kids Inherit Everything When I Die?
- Four Things Your Spouse Should Know Before You Die
- Will My Revocable Living Trust Avoid Probate? It Depends.
- Understanding the Corporate Transparency Act
- 3 Tips for Every New Homeowner
- How to Make Your Inheritance Last
- Pros and Cons: Naming Many Residuary Beneficiaries
- 5 Essential Legal Documents You Need for Incapacity Planning
- Estate Planning: Are Pensions Like Other Retirement Accounts?
- What’s Next for Your Estate Plan?
- Estate Planning: Setting Your Priorities Straight
- What Real Estate Owners Don’t Know Can Hurt Them
- The Perils of Joint Property
- How Are My Business Documents Relevant to My Estate Plan?
- Don’t Wait for the Perfect Wave
- Embrace Responsibility and Light the Way Forward
- Estate Sunset for 2026: What You Need to Know
- New Laws for Small Business Owners
- The Rising Cost of Long-Term Care
- Mid-Year Check-Up: Is Your Estate Plan on Track?
- Every Parent’s Legal Checklist to Complete Before Sending Your Young Adult Off to College
- 10 Must Do’s Before You Leave For Vacation
- Which life events that require an immediate estate plan update?
- Sharing Financial and Legal Information with Your Family
- Who Will Inherit Your Financial Wisdom?
- A Celebration of New Beginnings
- 6 Tips for Caring for Elderly Parents
- Trustee Training: Educating Your Successor Trustee
- Securing Your Estate with a Declaration of Capacity
- Is “Aging in Place” Right for Me?
- Protecting Your Rental Property with an LLC
- Happy Mother’s Day
- Real Estate: Benefits of a Limited Liability Company
- Understanding Trust Administration
- When Your Child Turns 18: Understanding the Need for Estate Planning
- 10 Ways to Maximize Your Social Security Retirement Benefits
- Promoting Healthy Aging
- Time to Get Moving
- Beyond Wealth: The Real Value of Estate Planning
- The Importance of Healthcare Planning
- Spring Into Action: Getting Your Affairs in Order
- A Guide to Spring Cleaning Your Estate Plan
- Planning Ahead: Long-Term Care Options for Aging in Place
- Ensuring Your Young Adult’s Future
- Tax-Efficient Transfer Strategies for Your Estate Plan
- Preparing for the Unexpected: Powers of Attorney
- Choosing Wisely in Estate Planning
- Life is Like a Good Wine
- Estate Planning Considerations for a Secure Retirement
- Choosing, Reviewing, and Empowering Your Agents
- Maximizing the Benefits of Your Trust for a Secure Retirement
- Legal Adulthood: Rights, Responsibilities, and Preparedness
- Happy New Year!
- Green Legacy: Eco-Friendly Estate Planning
- A Young Adult’s Guide: Navigating the Legal Landscape
- Are You a Family Caregiver? New Bill Seeks to Lower Costs
- Medicare Benefits 2024: 5 Positive Changes
- Estate Planning: A Step-by-Step Guide on How to Get Started
- Guardianship Planning: Important Considerations for the New Year
- Medicaid Planning: Navigating During the Holiday Season
- Year-End Estate Planning: Maximizing Tax Benefits
- The Emotional Side of Estate Planning
- The Benefits of a Professional Fiduciary
- A Spoonerful of Christmas
- The Importance of Basic Estate Planning for Your 18-Year-Old
- How to Avoid Scams During the Holiday Season
- Navigating Alzheimer’s Diagnosis with Careful Estate Planning
- Thanksgiving: A Time for Family and Estate Planning Conversations
- Estate Planning for Veterans and Military Families
- Protecting Your Trust from Scams and Fraud
- The Role of Trusts in Asset Protection and Growth
- The Whys and Hows of Talking to Your Kids About Your Estate Plan
- Navigating the Medicare Annual Enrollment Period
- Estate Planning Myths and Misconceptions
- Securing Your Legacy
- Avoid the Fright of Unpreparedness This Halloween!
- Take Time for Yourself
- Medicare May Not Be Enough
- Key Tips for Funding Your Estate Plan
- Protecting Your Legacy on the Go
- Jumpstart Your Estate Planning
- The Role of Life Insurance in Estate Planning
- Preparing for Year-End
- Protect Your Family’s Future
- Labor for Your Legacy
- The ABCs of Estate Planning
- You Get To Do This Life
- Estate Planning Steps to Take Before the End of Summer
- What’s The Point If You’re Not Having Fun?
- Aging Parents: Discussing Estate Planning
- The Benefits of Home Health Care
- Revocable Trust: How to Get More FDIC Coverage
- End-of-Summer Estate Checkup
- Estate Planning for College-Bound Students
- Protecting Your Children’s Education
- Declare Independence From Yourself
- Trust Administration Pitfalls to Avoid
- Apple Legacy Contact: Digital Estate Planning
- Making the Right Choice for Your Estate
- Elder Abuse: Recognizing Signs & Taking Action
- Extra Layer of Protection to Your Trust
- Ensuring the Care of Your Furry Friends
- Understanding HIPAA: A Parent’s Guide
- Responsibilities of a Healthcare Power of Attorney
- A Guide for a Smooth Administration
- Tips for Successful Business Succession
- Navigating Affairs After a Loved One’s Passing
- Exploring Asset Protection Against Creditors
- Is Signing Away an Inheritance the Best Option?
- Maximize Your Trust: A Guide To Funding
- The Heart of the Home
- Safeguarding Seniors from Identity Theft
- How to Plan for Your Child to Turn 18
- The Importance of Appointing Guardians
- How to Plan For A Child With Special Needs
- Estate Planning For Blended Families
- Sculpting Your Future
- What Benefits Are Available For Veterans?
- How to Communicate With Your Healthcare Provider
- 7 Ways to Know Your Assets Are Protected
- How To Prevent Falls As You Age
- Medicaid Expansion: What Might It Mean for You?
- Considerations for Forming an LLC for Real Estate
- A Cup of Love
- How to Pick a Trustee, Executor, and Agent
- Assisted Living vs. Nursing Homes
- Be Your Best Me in ‘23!
- Gifting Your Kids an Early Inheritance? Consider This…
- Medicaid Applicants: A Spouse’s Guide
- 5 Reasons for Seniors to Celebrate in 2023
- Are You Ready?
- Traveling for the Holidays? 5 Things to Take Care Of
- Gift & Estate Tax Exclusions Rise in 2023
- Power of Attorney: Agent’s Role
- A Call of Duty Finally Answered
- Why a Trust is the Best Option to Avoid Probate
- When Should You Start Helping With Your Parents’ Finances?
- Medicare Advantage Marketers: Protect Yourself
- Preparing for the Future After a Dementia Diagnosis
- Be The One Voice
- Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
- Voting Rights in LLCs: Who Has a Voice?
- How a Traffic Ticket Can Impact Your Estate
- Right of Occupancy Trust
- Think Your Estate Plan is Complete?
- Estate Planning Pop Quiz
- Representative Payees: Powers and Responsibilities
- Leap of Faith
- How to Get Into a Nursing Home as a Medicaid Recipient
- Update Medical and Emergency Info for First Responders
- Be The Hope
- Investing in a Vacation Property: Questions to Ask
- Include a Family Meeting in Your Next Family Reunion
- Never Ever, Ever Give Up
- Do You Update Your Estate Plan as Often as Your Resume?
- Estate Planning: How Many Changes Are Too Many?
- Life Happens: Don’t Set-It-and-Forget-It
- What to Know about Nonfungible Tokens
- 3 Steps to Take When the Deceased Has Prescription Medication
- The Hidden Costs of Making a Gift
- 5 Eco-Friendly Options for Your Body After Death
- Can I Use an Electronic Will or E-Sign My Will?
- Spring Cleaning of Your Mind
- Who Is the “My Person” in Your Life?
- What Are Springing Powers of Attorney?
- Who Should Be Your Trustee?
- Using Real Estate Deeds in Estate Planning
- Family Connections for Healthy Aging
- Family Caregiver Support Month is November
- VA Benefits for Aging Veterans
- Long Term Care Planning with VA Benefits
- Estate Planning for Families with Disabled Persons and Special Needs
- How to Plan for the Pets We Love So Much
- Estate Planning and How Life Insurance is Involved
- Be Proactive! Long-term Care Costs are on the Rise in California
- Plan Ahead Before a Crisis Occurs
- Don’t Make These Mistakes When It Comes to Inheritances and Medi-Cal
- Don’t Forget to Plan for Incapacity!
- Considerations for Caregiving from Afar
- Five Reasons to Protect Your Retirement Accounts Now
- A Power of Attorney Changes when a Person Turns 18
- What You Need to Know About the Limits of a Will
- Estate Planning Considerations for Special Needs Children in California
- Pick a Trustworthy Person to Act as Your Power of Attorney
- Undue Influence and How It Affects Estate Planning in California
- California Gift Taxes Explained
- “For the 99.5% Act” and How It Can Affect Estate Planning in California
- The Power of a Simple Act of Kindness
- The Rights of Beneficiaries in a Trust
- What to Understand When Purchasing Special Needs Housing in California
- The Value of Writing a Letter of Intent for Your Special Needs Child in California
- What are Your Care Options for an Adult with Special Needs?
- Understanding the Dos and Don’ts of California Special Needs Planning
- Honoring Our American Heroes
- How to Utilize Special Needs Trusts in California
- How a California Elder Law Attorney Can Serve You and Your Loved One
- Why You Shouldn’t Judge A Fish By Its Ability to Climb a Tree
- How Can an Elder Law Attorney Benefit Seniors and Their Loved Ones?
- The Case of a Financial Power of Attorney from the Internet Gone Wrong
- Do You or a Loved One Need an Elder Law Attorney?
- Why is May Special for California Elder Law Attorneys?
- Should My Aging Loved One Needing Care Live with Me?
- A Story of the Painful Devastation of Parkinson’s Disease
- How to Prepare for Your Aging Parents’ Care in California
- Understanding New Research and Insights on Parkinson’s Disease
- Is Equal is Equitable for Children Beneficiaries?
- Understanding Estate Planning and Your Personal Property in California
- Understanding How to Leave Property to Children in a Will or Trust
- Stillness is the Key
- Passing on Family Values as Part of an Inheritance
- Does Your California Estate Plan Cover a Pandemic?
- Understanding When Disinheriting a Child is Mistake
- What is Critical to Understand for the Biden Tax Reform
- How to Build a Plan for Blended Families
- Understanding the Probate Process in California
- How to Protect Your Children’s Inheritance
- The Value of a Letter of Instruction for Your Estate Plan
- A Step-by-Step Guide to Leaving Your Loved Ones Prepared
- What 5 Documents You Should Include in Your Estate Plan
- Is Your Estate Plan Updated for the New Year?
- What’s the Difference between Estate Planning and Elder Law?
- Understanding How Proposition 19 Will Impact Californians
- Where There’s a Will, There’s a Way – To California Probate Court
- Life (Happily) Interrupted
- California Proposition 19 Passes, Now What?
- Understanding Gen Xers Retirement Planning
- How to Avoid Common Medi-Cal Planning Mistakes
- Get Rid of Your Panic Button
- Did You Know? Wartime Veterans and Their Surviving Spouses can Qualify for a VA Pension Without Being Disabled
- Benefits of a Limited Liability Company for Real Estate
- Understanding VA Benefits for Aging California Veterans
- Addressing Finances and Estate Planning with Aging Parents
- California Estate Planning 101
- The Worst Way to “Help” A Child with Special Needs
- Understandings Veteran Home Health Care and Technology in California
- What Property Can Be Placed in My Trust?
- The 2020 Ballot Impact on California Property Taxes
- Medi-Cal Matters: Planning for When Your Ill Spouse Leaves Home
- “Should I leave $1 in my will or trust to disinherit an heir?”
- What Can a California Elder Law Attorney Do for You or a Loved One?
- I’ve Been Named as Someone’s Successor Trustee. Can I Turn Down the Job?
- Why a Last Will and Testament Does Not Make a Complete Estate Plan
- What is the Difference Between a POLST and an Advance Healthcare Directive?
- Skipping Probate in Orange County? Here’s What Will Happen
- What Happens to a Mortgage After You Pass Away?
- The Perils of Joint Property
- How to Spot the Early Signs of Dementia During Lockdown
- Estate Planning Is About More Than Planning for Death
- Estate Planning Tips for Single Parents
- Living Will or POLST? What You Need to Know
- Why You Need a Pour-Over With Your Living Trust
- “What’s the worst that can happen?”
- Estate Planning During a Crisis
- How to Claim Death Benefits After the Loss of a Loved One
- Can Real Estate in Another State Be Put in My California Trust?
- What You Need to Know About Mental Health and Healthcare Directives
- What’s the Difference Between a Revocable and an Irrevocable Trust?
- Three Options for When You Inherit Your Parent’s House
- Millennials: Don’t Overlook the Need for Early Estate Planning!
- Does a Power of Attorney Ever Expire?
- Safe Places to Store Your Original Estate Planning Documents
- The #1 Legal Document Every Adult Needs
- Estate Planning and COVID-19: Planning Ahead for a Long-Term Crisis
- Considerations When Choosing a Legal Guardian Who Could Raise Your Kids
- Enforcing Social Distancing for Elderly Relatives
- Simple Steps To Avoid Probate In Orange County
- Wills vs Trusts – Which Do You Need in Orange County?
- Maintain Your ‘Voice’ During Disability
- Don’t Risk it: Protect Your Finances From Coronavirus Complications
- Tips for Talking to Loved Ones About Estate Planning
- Beware of This Common Mistake When Refinancing Your Home
- COVID Pandemic Preparation: 5 Estate Planning Essentials for Every Adult
- Should You Leave a Life Insurance Policy Outright to a Spouse?
- The Difference Between a Will and a Living Trust in California
- Irvine Will and Trust Lawyer: 5 Essentials of Estate Planning
- Know the Truth: Trusts Do Not Avoid Probate!
- Orange County Estate Planning Attorney Answers, “Are You Liable for Your Deceased Spouse’s Debts?”
- Beware of This Costly Mistake When Refinancing Your Home – Video
- What to Know Before Transferring Ownership of Your Home in California
- Important Updates About COVID-19 for Our Clients and Community
- Common Mistakes to Avoid When It Comes to Property Tax Reassessments in California
- How a Pour Over Will Works with a Living Trust
- What to Know When Serving as a Trustee or Executor After Your Spouse Dies
- The Secure Act (Part 3): The Big Problem Explained
- 6 Mistakes to Avoid When Creating a Special Needs Trust
- The SECURE Act (Part 2): What It Means for You and Your Family
- What Happens If a Beneficiary Dies Before I Do?
- The SECURE Act (Part 1): What It Means – the Basics
- What the New SECURE Act Means for Your Retirement Accounts
- What to Know When Serving as a Trustee or Executor After Your Spouse Dies
- What to Do When a Trustee is Untrustworthy
- Orange County Estate Planning Attorney Warns, “Beware of DIY and Online Estate Planning Options!”
- Orange County Elder Law Attorney on When to Consider Home Health Care for an Elderly Loved One
- The First Steps Towards Enjoying Your Golden Years
- Does an Elder Law Attorney Represent the Senior or the Adult Children?
- Avoiding Burnout as a Caretaker of an Elderly Parent or Relative Video
- Finding the Right Elder Law Attorney to Plan for Long-Term Care Needs
- Protect Your Family and Assets By Planning Ahead for the Possibility of Disability
- 5 Legal and Financial Moves to Make Before the Year-End
- How to Find Assets of an Estate in Orange County After Someone Dies
- Orange County Estate Planning Lawyer: What Happens If an Unmarried Partner Becomes Disabled or Incapacitated but Doesn’t Die?
- What You Can Do To Prepare for Your Visit With Aging Family This Thanksgiving
- Orange County Estate Attorney: Here’s What REALLY Happens If You Don’t Have an Estate Plan in Place
- Parents of Kids with Disabilities Discover the Importance of Special Needs Planning in Orange County
- Worried About Whether Your Trust Will Be Helpful or a Hassle?
- Your Fall (and Year-End) Legal Affairs Checklist
- Irvine Will and Trust Lawyer: Avoid These 3 Common Trust Mistakes!
- The Most Common Missing Piece in Your Estate Plan
- Irvine Estate Planning Attorney: Watch for These Signs That Your Parents’ Finances Are Out of Control
- Orange County Probate Lawyers Answer, “How Long Does It Take to Settle a Probate Estate in California?”
- Orange County Will and Trust Lawyer: 5 Things to Consider When Choosing a Guardian for Your Child
- Irvine Elder Law Attorneys: 5 Questions to Ask Before Choosing a Dementia Care Facility
- Orange County Elder Lawyer on The Importance of Creating Designation Documents When a Parent Has Alzheimer’s Disease, Parkinson’s Disease, or Other Dementia
- Your Fall “Legal Affairs” Checklist from an Orange County Estate Planning Attorney
- Irvine Estate Planning Lawyer on the Importance of Creating a Trust Now
- Strategies to Help Your Family Avoid Orange County Probate Court After You Pass Away
- Digital Afterlife: An Estate Plan For Your Facebook Account
- Creating an Estate Plan in Orange County? Confirm That Your Executor Is Up for the Job
- A Post-Honeymoon Legal Checklist for Orange County Newlyweds
- Why Do I Need a Pour-Over Will If I Have a Living Trust?
- Can I Name More Than One Person As My Power of Attorney?
- The Power of a Perfect Moment
- Orange County Elder Law Attorney: When It’s Time to Take the Keys
- Protect Your Rental Property So That It Can Be an Asset, Not a Liability
- Declare Your Independence from Court Interference!
- Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help You Protect It
- How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate
- What’s the Point If You Aren’t Having Fun?
- How to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process
- Who’s Your Dado?
- Flag of Our Fathers and Mothers
- How Do I Talk to My Elderly Parents About Money Management?
- Approaching the Conversation of Money Management With an Elderly Parent
- Legal Documents Every Graduating Senior Needs to Ensure Parents Can Intervene Medically on Their Behalf
- Before You Hire Before a California Elder Law Attorney…Ask These 10 Questions First!
- Estate Planning in California is About More Than Planning for Death
- Estate Planning for Military Families and Veterans in California
- Buying Out Your Sibling’s Share of an Inherited Home Can Have Expensive Property Tax Consequences in California
- Is It a Bad Idea to Add My Kids to Title of My Home?
- What’s Your Emergency Plan? Why It’s Critical to Have One
- Why I Feel Good About My Hospital Visit and the Importance of Emergency Planning
- New Baby? Time to Create Your Estate Plan
- Why You Should Sweat the Small Stuff in Your Estate Plan
- Sweat the Small Stuff in Your Estate Plan
- Three Legal Things to Do After a Scary Health Diagnosis
- To Find the Real Gold in Your Life, Do This One Thing…
- Why Writing a Note Can Be the Best Gift Money Can’t Buy
- How to Get Your Estate Planning Done in Just 10 Minutes
- Don’t let your loved ones “step in it” by making these 5 estate planning mistakes
- Eat an Elephant to Get Big Things Done This Year
- Why You Shouldn’t Check Off Estate Planning from Your To-Do List Video
- Learn More About the New Year’s Resolutions That Can Protect You and Your Loved Ones
- Why an Inheritance Needs to Be Appraised
- Make Less Resolutions and Eat More Elephants this Year
- 3 Liability Planning Tips for Physicians, Professionals, and Business Owners
- 3 Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
- Planning for Individuals and Couples Without Children
- Estate Planning…A must whether you have a little or a lot
- Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
- How Should Families Plan for Rising Long-Term Care Costs in the New Year?
- 3 Estate Planning Secrets the Wealthy Use That You Can Too!
- Big “Life Changes” Often Mean Big “Estate Plan Changes”
- Taking the Car Keys Away from Elderly Parents and Relatives
- How to Talk to Your Kids About Your Estate Planning Over the Holidays
- Your Financial Year-End Checklist. 7 Must Do’s
- Planning on Giving Money this Holiday Season? 5 Things to Consider
- Damaging Celebrity Estate Planning Lessons We Need to Learn From
- Trust Income Strategies for Year End
- Supporting the Veterans You Care About
- It Takes a Village to Raise a Child
- Test Your Estate Plan With a Fire Drill Today
- Checking Your Estate Plan: Is It a Trick or a Treat?
- The Estate Planning and Conversations You and Your Spouse Need to Have
- Three Charitable Giving Solutions to Consider for Year End
- What You Need to Know About Medicare and Long-Term Care During Open Enrollment
- New Eligibility Rules for VA Pension Benefits Will Affect Veterans and Their Spouses
- How To Be an Effective Advocate for Your Loved One
- Planning Your Funeral: A Legacy Gift Like No Other
- Planning for Frequent Flyer Miles
- 5 Ways to Use Estate Planning to Prepare for the Rising Costs of Education
- Tips On Creating the Right Durable Power of Attorney
- Do You Have Enough Life Insurance? What you Need to Know.
- Is Your Business Protected?
- Safe Deposit Boxes and What You Need to Know
- Will a Reverse Mortgage Prevent Me or My Spouse from Qualifying for Medi-Cal?
- How Do I Hold Title in My California Home?
- 5 Ways to Hold Title in Your California Home
- How Do We Best Protect Our Young Adults?
- 5 Ways to Maintaining Independence as a Sandwich Generation Caregiver
- What Summer Camp Forms Can Teach Us About Estate Planning
- What Does Funding My Trust Actually Mean?
- Do You Know How to Identify the Signs of Elder Abuse?
- Steps to Take When Planning for Young Children
- How to Plan Ahead for the Older Americans in Your Life
- Top 10 Elder Exploitation Scams and How to Avoid Them
- 5 Things Every New Mother Needs to Know About Wills
- 3 Ways to Protect Yourself as a California Senior During Elder Law Month
- How to Plan for a Loved One Who Has Autism
- Can Lack of Sleep Lead to Alzheimer’s?
- How to Plan for Your Client’s Growing Family
- How Do We Protect Our Future Against Uncertainty?
- How to Update Your Estate Planning After Divorce
- What Is Probate and Why Do I Want to Avoid It?
- Don’t Make These Common, Expensive Mistakes When Leaving an Inheritance to Minor Children
- How to Protect College Savings for Your Kids
- Elder Exploitation and the Top 10 Scams Impacting Seniors
- Understanding Ways The New Tax Bill Can Help Your Family
- How to Choose a Successor Trustee Video
- What to Know About Health Insurance When Traveling Abroad
- Should I Share Title With My Parents?
- What Does Your Kid’s School Need to Know About Your Estate Plan?
- The New Tax Laws and Estate Planning Solutions for Your Clients
- The Key Issues with Transfer on Death Deeds
- Five Tips for Juggling a Multi-Age Caregiver Schedule
- Why Protecting What Matters Most Involves Planning Not Just Documents
- New Year. New Goals. Does Your Legal Planning Need to be Updated?
- Traveling Abroad in 2018? Follow This Checklist Before You Leave
- From One Big Year to the Next: How 2017 Will Impact Seniors, Veterans, and People with Disabilities in 2018
- Does Your Durable Power of Attorney Have the Provisions It Needs?
- The Crucial Conversations to Have With Your Advisors Before 2018
- 7 Unexpected Ways to Say Thank You for Family
- Is Aging-in-Place an Option?
- What You Need to Know About Alzheimer’s Disease and How to Plan Ahead
- 5 Tips You Need During Medicare Open Enrollment
- Estate Planning is Only the Beginning! 4 Ways to Keep Your Plan Current
- Should You Accept the Responsibility to Be Someone’s Agent Under Their Durable Power of Attorney?
- 3 Tips to Fall into Good Estate Planning in California
- How Overlooking Medi-Cal Planning Will Cost You
- Do You Know What Medicare Won’t Pay For? 3 Tips to Help You Prepare For It!
- 7 Tips for How You Can Help Your Grandparents this Grandparents Day
- Inheriting Your Parents’ Home? Do These 3 Things First.
- Why It’s Okay to Let Go of Your Parent Guilt
- Who’s Riding On Your Bus?
- Understanding What an ABLE Account Can Do For You
- What Really Happens If I’m in a Coma in California?
- What does it really mean to “pull the plug” in California?
- Is it Time to Add Charitable Planning to Your Estate Plan?
- When Choosing the Right Decision Maker for You, Ask These 7 Questions
- Are You Building A Taj Mahal with a Do-It-Yourself Approach?
- Want to Know the Planning that Will Ensure Your Independence this 4th of July?
- It May Be Summer Break, But That Doesn’t Mean You Should Take a Break from Estate Planning!
- Can My Parents Make a Power of Attorney If They Have Alzheimer’s Disease?
- Do You Know How to Protect Those You Love from Elder Exploitation?
- A Letter to Aging Parents
- Celebrating Memorial Day? Benefits Every Veteran Needs to Know
- Just Moved to California? 7 Areas of Your Estate Plan You Cannot Overlook
- You Don’t Have to Be “Old” to Need Estate Planning
- With 10,000 Baby Boomers Turning 65 a Day, How Should You Plan Ahead?
- Giving Thanks By Paying a Legacy Forward
- How Does National Healthcare Decision Day Impact You?
- Who Is Your Person?
- It’s About Communication (Spouses Learn to Estate Plan after Divorce)
- 7 Crucial Questions Single Parents Need to Ask
- Grandparents Need to Plan with You
- How Can I Protect My Child with Disabilities?
- Don’t Be Lucky, Be Thoughtful When Planning for Young Children
- Can My Professional Corporation Be Held By My Trust?
- Could It Cost You More to Care for Your Aging Parents than Your Children?
- My Mom Loves Her Home, Can She Stay in It?
- 5 Ways Estate Planning Says “I Love You”
- Does a New President Mean a New Estate Plan?
- Estate Plan Check-Up Time – Are You Ready for the Next 30,000 Miles?
- The Most Important New Year’s Resolutions
- Helpful Gifting Strategies for Beneficiaries
- Talking Turkey About Estate Planning This Thanksgiving
- The Pitfalls of a Do-It-Yourself Estate Plan and How to Avoid Them
- How to Build a Care Plan for Disability and Incapacity
- How To Say “I Love You” With Life Insurance
- What You Need to Know About Your Safe Deposit Box Before It’s Too Late
- A Quick Guide to California Transfer on Death Deeds
- An Easy Guide to Start Your Digital Assets Estate Plan
- Why You Need to Include Digital Assets in Your Estate Plan
- Be Better By Slowing Down
- How Do You Want to Be Remembered?
- An Easy to Use Guide to Help Parents Name Guardians for Their Kids
- The Key to Happiness and a Good Life
- 5 Reasons Why An Estate Plan is Essential for Everyone
- 3 Ways to Protect Your Beloved Pet If Something Happens to You
- The Power of a No Limit Mentality
- Love Much, Dream Big… and Fail So You Can Succeed
- Millennial Estate Planning Made Easy, Simple, and Outstanding
- Don’t Be April Fooled! Here’s 8 Ways to Protect Against Online Fraud
- Some Food for Thought When Reviewing Your Estate Plan
- 5 More Ways You Might Leave a Mess Behind for Your Family
- Do You Want to Leave a Mess Behind for Your Family? Do these 5 things.
- 7 Reasons to Review Your Estate Plan in the New Year
- Why You Should Check Estate Planning Off Your To-Do List
- Last Minute Tax Write-Offs You Should Be Aware Of
- 10 Ways To Protect Your Credit This Holiday Season
- Thanksgiving is a Great Time to Pass on Values and Plan for the Future
- Do I need life insurance if I’m young and single? What the future may hold…
- How California’s New Paid Sick Leave Law Works for You
- How To Take Time Off Without Risking Your Job
- Lawpreneur Radio Podcast – Being a Brand New Lawpreneur, Kevin Snyder
- An Estate Planning Guide for Blended Families
- 5 Reasons Why You Need to Dust-off and Review Your Estate Plan
- The Legal Planning You Need to Do for Your High School Graduate
- Summer Vacation Bound? Tackle These 5 Important “To Do’s” First
- Congratulations! It’s an Estate Plan! Protecting Your Newborn from Birth