
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 Pre-Death Estate Planning for Families
Explore pre-death estate planning to protect your family’s future and understand key concepts that will keep your wealth secure.
How to Prevent Elder Financial Abuse with Legal Assistance
How to Prevent Elder Financial Abuse with Legal Assistance The golden years should be a time of relaxation and enjoyment. Unfortunately, for many elders, the reality can be quite different due to financial abuse. Recognizing and preventing elder financial abuse is crucial to ensuring a safe and secure environment for our senior loved ones. Legal…
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…
What Are The Consequences Of Not Writing A Will And Planning For Your Estate After Your Death?
Writing a will is often postponed because no one wants to think about their own mortality. However, it’s crucial to understand the repercussions of not having a will in place, especially in California. In California, if you pass away without a will, the state decides how your assets will be distributed through a process called…
Financial Elder Abuse In California
When a party accepts the fiduciary duty on behalf of another party, they are required to act in the best interest of the principal, the party whose assets they are managing. This is what is known as a “prudent person standard of care.” The prudent-person rule requires that a person acting as fiduciary is required to act first and foremost with…
Understanding the HIPAA Release: A Crucial Estate Planning Document
Understanding the HIPAA Release: A Crucial Estate Planning Document Estate planning might not be the most exciting topic, but it’s an essential part of ensuring that your wishes are respected and your loved ones are cared for. One of the often-overlooked components of estate planning is the HIPAA Release. This document can play a critical…
Understanding Advanced Estate Tax Planning for Families
Explore advanced estate tax planning to protect your family’s wealth, ensuring a secure future while maintaining control for your loved ones.
“Understanding Estate Planning – Why Everyone Needs A Will And Trust”
There’s a common misconception that estate planning is only for the wealthy, but in reality, everyone can benefit from having a will and trust. These vital documents not only help protect your assets but also ensure that your wishes are honored when you’re no longer able to express them. Without them, your loved ones could…
What Happens If Someone Dies Without A Will In California?
The topic of estate planning often brings with it a sense of unease. Many prefer to avoid thinking about what happens after they’re gone. However, understanding and preparing for the future, especially concerning what happens if someone dies without a will in California, is crucial. As an estate planning attorney, I’ve guided many through this…