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Recent 100 Posts:

• 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