
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!


How to Use Trusts for Tax Planning and Asset Protection
How to Use Trusts for Tax Planning and Asset Protection When it comes to preserving wealth and ensuring that your assets are distributed according to your wishes, trusts can be an invaluable tool. Not only do they provide a way to safeguard your assets, but they also offer opportunities for tax planning and reduction. In…
How to Avoid Probate Delays: Secure Your Family’s Future
Learn how to avoid probate delays with a step-by-step process to protect your family’s wealth and ensure a smooth transition of assets.
The Importance of Estate Planning for Young Families
Understanding Estate Planning Estate planning is a crucial process that involves organizing and managing your assets to ensure they are distributed according to your wishes after your death. For young families, estate planning is not just about wealth distribution; it’s about securing the future of your loved ones. It encompasses a variety of legal documents…
The Ultimate Guide to Estate Planning in Ventura County
The Ultimate Guide to Estate Planning in Ventura County Estate planning is a crucial step in managing your assets and ensuring your loved ones are taken care of after you’re gone. For residents of Ventura County, understanding the ins and outs of estate planning can be particularly beneficial given the region’s unique legal landscape and…
California Medi-Cal Asset Limits Return January 2026: Families Have One Year to Plan
California just pulled the rug out from under families planning for long-term care. California’s temporary elimination of Medi-Cal asset limits ends January 1, 2026 and the new rules will catch many people off guard. The New Reality Starting January 1, 2026, these asset limits return: $130,000 for individuals $195,000 for couples Plus $65,000 for each…
The Importance of Estate Planning for Small Business Owners
The Importance of Estate Planning for Small Business Owners As a small business owner, you pour your heart and soul into your enterprise, nurturing it from a fledgling idea into a thriving business. However, have you ever considered what happens to your business when you’re no longer around to manage it? Estate planning is crucial…
Understanding How Probate Works in 2025
Discover how probate works in 2025, including key concepts, why it matters, and how it impacts your family’s future.
10 Things That Happen When You Die Without A Will And Trust
Why You Should Have A Will 58% of Americans currently do not have a will. For those with children under the age of 18, the numbers are even worse — only 36% of their parents and guardians have a will, meaning a full 64% of people who are taking care of minor children have no end-of-life…
I’m Not Rich. Do I Need an Estate Plan?
One of the most common myths about estate planning I hear over and over again is, “I don’t have any money. Why would I need an estate plan?” It is easy to understand why someone might think this – after all, estate planning is for rich people, right? This is a dangerous myth! In fact,…
What Is Estate Planning?
I think “estate planning” may be too large, or too vague of a term. It’s hard to explain in an elevator pitch, what an estate planning lawyer does. Yes, there are documents to prepare. But that’s not it. I look at the practice of estate planning as helping people protect their loved ones, and even…