
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 Protect Your Children’s Future with Estate Planning
What is Estate Planning and Why is it Important? Estate planning is the process of organizing and documenting how your assets and responsibilities will be managed and distributed after your death or in the event of incapacity. It’s not just for the wealthy—estate planning is essential for anyone who wants to ensure their loved ones…
Appointing Power of Attorney in California: What Families Must Know (2025)
Power of attorney is the legal shield many California families rely on to protect loved ones during life’s toughest moments. Here’s what most people miss. A power of attorney in California can remain active even if you lose capacity, but if it’s not set up right, your family could lose control over medical and financial…
How Estate Planning Attorneys Can Help with Tax Planning
Understanding the Role of an Estate Planning Attorney Estate planning attorneys are often associated with drafting wills and trusts, but their expertise extends far beyond these foundational tasks. These legal professionals specialize in helping individuals and families organize their assets, plan for the future, and ensure that their wishes are carried out after their passing.…
Understanding Durable Power of Attorney: A Lawyer’s Perspective
Understanding Durable Power of Attorney: A Lawyer’s Perspective Welcome to our comprehensive guide on understanding Durable Power of Attorney (DPOA) from a lawyer’s perspective. If you’ve ever found yourself puzzled by legal jargon or unsure about when and why to use a Durable Power of Attorney, you’re in the right place! Let’s dive into this…
ESTATE PLANNING AND COVID-19
When the reality of the coronavirus Covid-19 initially began to sink in, people everywhere rushed out to buy toilet paper, hand sanitizer, and other items essential for staying at home indefinitely. Now that Covid-19 is an indispensable part of our daily conversations, individuals are becoming aware of another critical necessity: Coronavirus uncertainties emphasize the need…
A Beginner’s Guide to Estate Planning in Ventura
A Beginner’s Guide to Estate Planning in Ventura Welcome to your ultimate guide to estate planning in Ventura! Whether you’re just starting out or looking to refine your existing plan, this guide is crafted to help you navigate the process with ease. We’ll cover everything from the basics to more specific local considerations. Grab a…
How Do I Include My Charitable Giving Wishes in My Estate Plan?
Estate planning is not just about distributing your assets among your loved ones; it’s also an opportunity to leave a lasting impact on the causes you care about. Incorporating charitable giving into your estate plan allows you to support the organizations and causes that hold significance for you. As an Estate Planning Lawyer based in…
The Importance of Regularly Reviewing Your Estate Plan
The Importance of Regularly Reviewing Your Estate Plan Planning for the future is an essential part of life, yet many of us tend to put it off. One crucial aspect of future planning is managing our estate plans. While creating an estate plan is a significant step, regularly reviewing it is equally important. Why, you…
Probate Alternatives in California: Smart Strategies for Families 2025
Probate in California can eat up a shocking amount of your family’s inheritance. Legal fees on a $500,000 estate can soar to $26,000 or more and that’s before accounting for months or even years of paperwork and stress. Most people think a simple will keeps things smooth for their loved ones. Think again. The truth…
Do I Need a Will or a Trust? Understanding the Basics of Estate Planning
Understanding the Basics of Estate Planning Estate planning involves creating a comprehensive plan for the distribution of assets and management of affairs after death. This process is an integral part of managing one’s financial life, as it ensures that personal and financial wishes are honored after passing. Key components of estate planning include wills, trusts,…


