PARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS
From Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!
The Process of Trust Administration: A Step-by-Step Guide
The Process of Trust Administration: A Step-by-Step Guide Trust administration is a critical process that ensures the wishes of the deceased are respected and that beneficiaries receive their entitled assets. With over $100 trillion expected to be transferred through trusts over the next few decades, understanding the intricacies of trust administration is more important than…
Can I Change My Will After It’s Created In California?
Life never stands still, and neither should your will. As an estate planning lawyer based in California, I’ve guided many through updating their wills to reflect new chapters in their lives. Whether it’s a joyous occasion like the birth of a child or a somber event such as the loss of a loved one, your…
Ten Reasons Not To Die Without An Estate Plan Will And Trust
You may not have given much thought to what happens; after all, no one wants to think much about their own death – but one of the worst things you can do to your family is to die without an estate plan. Many people believe that they have time or are overcome with feelings of…
Siblings Contesting a Trust in California: What You Need to Know
When a loved one passes, families hope to come together in support and understanding. But sometimes, inheritances and trust documents bring a different kind of tension, particularly among siblings. Rivalries, long-standing grievances, and misunderstandings can all boil over, especially if someone feels they’re being treated unfairly. If you’re in this situation or know someone who…
10 Common Misconceptions About Wills And Trusts
With the right information, you can make informed decisions about your estate planning. Many people hold misconceptions about wills and trusts that can lead to costly mistakes or ineffective planning. In this blog post, we will uncover ten common misunderstandings that could affect your ability to protect your assets and provide for your loved ones.…
Understanding Power of Attorney
Just like any legal document, a Power of Attorney (POA) comes with immense responsibility and can significantly impact your life. It grants another person—the agent or attorney-in-fact—the authority to make decisions on your behalf, whether it’s regarding your finances, healthcare, or personal affairs. Understanding this powerful tool is imperative, as it can protect your interests…
The Role of a Power of Attorney in Estate Planning
What is a Power of Attorney? A Power of Attorney (POA) is a legal document that grants one person, known as the agent or attorney-in-fact, the authority to act on behalf of another person, referred to as the principal. This authority can cover a wide range of responsibilities, from managing financial matters to making healthcare…
Understanding Probate: Everything You Need to Know
Understanding Probate: What You Need to Know Definition and Importance of Probate Probate, as defined by legal and financial experts, is the formal process of distributing the assets of a deceased person, irrespective of whether they left a will or not. This legal process serves as a fundamental mechanism in the world of estate planning…
Estate planning for families with young children
As a parent, your number one priority is the well-being and future of your children. You work hard to provide for them, to give them the best education and opportunities, and to protect them from harm. One of the most important things you can do for your children is to have a well-thought-out estate plan…
How to Ensure Your Estate Plan Reflects Your Values
Understanding the Importance of Values in Estate Planning Estate planning is more than just a legal process to distribute your assets after your passing—it’s an opportunity to create a legacy that reflects your beliefs, priorities, and values. Aligning your estate plan with your personal values ensures that your wealth and possessions are used in ways…