
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!

Estate Planning for Families in California: Protecting Wealth in 2025
California families are facing a new reality when it comes to their financial future. Seventy percent of wealth is lost by the second generation among high-net-worth households. Most people think estate planning is just for the ultra-wealthy or something to worry about later. Turns out, in a state with soaring property values and ever-changing tax…
How To Get Medi-cal And Not Spend Yourself Into Poverty
Major Reform to CA Medi-Cal Estate Recovery – On June 27, 2016 Governor Brown signed legislation sponsored by which will make it easier to qualify for Medi-Cal without having to spend yourself into poverty. This new bill reduces the scope of California’s Medi-Cal Estate Recovery against the estate of deceased Medi-Cal beneficiaries. Medi-Cal can no…
The Role of an Estate Planning Attorney in California: What You Need to Know
The Role of an Estate Planning Attorney in California: What You Need to Know Estate planning is a crucial aspect of financial and personal planning that ensures your assets are distributed according to your wishes after your passing. In California, the complexities of state-specific laws make the role of an estate planning attorney indispensable. This…
Estate Planning for Seniors: Essential Steps to Take
Planning for the future may not always feel urgent, but it’s one of the most meaningful ways to care for yourself and your family. Imagine knowing that your home, savings, and treasured possessions will benefit the people you love most, just as you intended. That’s the heart of estate planning. At the Law Office of…
How Does Estate Planning Work
Estate planning is the process of planning how you would like your assets to be distributed after you’re gone.
How to Choose the Right Trustee for Your Trust
What is a Trustee and Why Are They Important? A trustee is a person or entity entrusted with the responsibility of managing a trust on behalf of its beneficiaries. At its core, a trust is a legal arrangement where assets are held and managed by a trustee for the benefit of designated individuals or organizations,…
Do I Need a Will in California? Protecting Your Family’s Future in 2025
Every year in California, families without a will face unexpected chaos as the state decides who gets their property and even who raises their kids. Here is the part that surprises most people. Nearly 60 percent of Californians do not have any estate plan at all, putting their loved ones at risk of long court…
What Steps Should I Take to Avoid Probate?
Estate planning is not just for the wealthy or the elderly; it’s crucial for everyone who wants to ensure their assets are handled according to their wishes. One common concern is avoiding probate—the legal process of validating a will. I’ll walk you through the steps to sidestep probate, making your estate planning journey straightforward and…
Estate Planning for Non-Citizens in California
Estate Planning for Non-Citizens in California: A Comprehensive Guide Estate planning can often seem daunting, especially if you’re a non-citizen living in California. Navigating through legal complexities and understanding the unique challenges is crucial to safeguarding your assets and ensuring your wishes are honored. This guide aims to demystify the process, providing you with the…


