
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!

The Complete Guide to Estate Planning: Protecting Your Assets and Securing Your Loved Ones
Introduction Estate planning is a pivotal process that involves the careful arrangement and management of your assets with the aim of protecting them and providing for your loved ones in the future [1]. It encompasses an array of legal strategies and documents, which ensure your wishes are executed and your assets are distributed according to…
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…
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…
Avoiding Probate Disputes in California: Protect Your Wealth in 2025
Probate battles in California have become a flashpoint for family tension and financial loss. Over 40 percent of probate disputes trace back to unresolved family conflicts that erupt during inheritance proceedings. Most people brace for legal headaches or drawn-out courtroom drama. Yet, surprisingly, the best way to sidestep disaster is not a complex loophole or…
Why Should You Consider Naming a Guardian for Your Children?
As parents, we want to be around well into our children’s later years. We want to watch them grow and become the people they will become, as they possibly have and raise their own children. Or, at the very least, as they settle down with a few pets we can visit. But the stark reality…
Estate Planning for Parents of Minor Children: A Complete Guide
Estate Planning for Parents of Minor Children: A Complete Guide As a parent, you have countless responsibilities, and one of the most crucial is ensuring your children’s future is secure, no matter what happens. Estate planning is an essential part of this process, particularly when your children are still minors. In this comprehensive guide, we’ll…
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…


