
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!


Understanding the Basics of Estate Planning
What is Estate Planning? Estate planning is the process of organizing and preparing for the management and distribution of your assets after your death or in the event of incapacity. It involves creating legal documents and strategies to ensure your wishes are carried out, your loved ones are provided for, and your estate is handled…
Estate Planning Checklists: What to Include
Estate Planning Checklists: What to Include 🗂️ Estate planning might sound daunting, but it’s an essential step to ensure your assets and loved ones are taken care of when you’re no longer around. Whether you’re just starting out or revisiting your plans, having a checklist can simplify the process. Let’s dive into what you need…
How to Look Up a Trust in California: A Step-by-Step Guide
Planning for the future can feel overwhelming, but when it comes to protecting your loved ones, trusts play a powerful role. Unlike a will, which often goes through probate and becomes public record, a trust allows assets to be transferred privately. This privacy is often a key reason people choose trusts, but it also means…
How to Avoid Common Pitfalls in Trust Administration
Understanding Trust Administration Basics Trust administration is a critical process that involves managing and distributing assets held within a trust according to the terms outlined in the trust document. Trustees, who are appointed to oversee this process, bear significant legal and ethical responsibilities. At its core, trust administration requires a trustee to act in the…
How to Create a Legacy with Charitable Trusts
How to Create a Legacy with Charitable Trusts Leaving a lasting legacy is something many of us aspire to, and charitable trusts offer a meaningful way to achieve this goal. Whether you’re passionate about education, healthcare, or environmental conservation, establishing a charitable trust can ensure your values are supported long into the future. In this…
The Importance of Digital Assets in Estate Planning
The Importance of Digital Assets in Estate Planning In today’s digital age, our lives are intertwined with technology more than ever before. From online banking to social media and digital photos, our digital footprint is extensive. But have you ever thought about what happens to these digital assets when you’re no longer around? Estate planning…
Choosing the Right Executor: Essential Guidelines for Estate Planning
Choosing an Executor for Your Estate Introduction The process of estate planning is an integral part of securing your financial future and ensuring your wishes are honored after your passing.Among all the decisions to be made during this process, the selection of an executor for your estate is one of the most consequential.The executor is…
Dying Without a Will in California: Navigating Intestate Succession and Probate
Dying without a will or trust in California, known as dying intestate, means that your estate will be distributed according to Californias intestate succession law, which can be complex and may require expert guidance from a lawyer like Eric Ridley.
How to Prepare for Your First Meeting with an Estate Planning Attorney
How to Prepare for Your First Meeting with an Estate Planning Attorney Embarking on the journey of estate planning can feel daunting, but meeting with an estate planning attorney is a significant step towards securing your family’s future. Whether you’re a seasoned planner or a complete newbie, arriving prepared will ensure that your first meeting…
Estate Planning for an Irresponsible Child: Safeguarding Assets and Promoting Financial Responsibility
Estate Planning for an Irresponsible Child: Protecting Assets and Ensuring Responsible Distribution Introduction Estate planning is a significant and necessary step to safeguard the interests of loved ones and responsibly distribute assets after death.When the situation involves an irresponsible child, the process can become even more challenging, requiring unique strategies and structures. This article aims…