
7-Step Estate Planning for Parents & Homeowners to Protect HeirsPARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS
Protecting Your Family from Creditors and Bad ChoicesFrom Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!


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…
Is Online, Self-help Estate Planning Worth It?
There are a number of software application and websites providing Do It Yourself estate planning files. These websites and forms provide a hassle-free and cost-effective option to meeting with an estate planning lawyer. However are they effective and do they supply suitable security for your household? Is online, self-help estate planning worth the potential upfront…
What to Ask Estate Planning Attorneys: A Comprehensive Guide
Discover what to ask estate planning attorneys, from understanding their role and compensation models to addressing your unique family situation.
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…
Who Gets the Guns, Gold, and Crypto?
Who Gets the Guns, Gold, and Crypto? In an increasingly complex world of asset ownership, the question of who inherits or gains control over firearms, precious metals, and digital assets like cryptocurrencies is more relevant than ever. These assets, while valuable, come with unique legal, security, and logistical challenges that require careful planning and compliance.…
Navigating the Probate Process in Fillmore: Tips and Tricks
Navigating the Probate Process in Fillmore: Tips and Tricks Dealing with the loss of a loved one is never easy, and navigating the probate process in Fillmore can add additional stress. Understanding the steps involved and knowing what to expect can make the experience smoother. This guide provides a comprehensive overview of the probate process…
California Estate Tax Planning 2025: Protecting Your Family’s Wealth
California families are facing a rapidly shrinking window for protecting their wealth from estate taxes. In 2025, the federal estate tax exemption sits at a towering $13.99 million, giving residents an edge that most states cannot match. Here’s a surprise. That exemption is set to plummet by nearly half as early as 2026. The real…
Who Should I Choose as My Executor or Trustee in California?
You’ve worked hard all your life. You’ve accumulated assets, maybe a house, some investments, or personal treasures you’d like to pass on. And if you’re like me, ensuring that these assets are handled with care after you’re gone is a top priority. This is where picking the right executor or trustee comes into play. …
Health Care Directives – Planning for Your Future Care
There’s a significant responsibility that comes with planning for your future health care, and health care directives are important tools that empower you to outline your medical preferences. These documents ensure that your wishes are respected in the event you’re unable to communicate them yourself. By creating a clear and comprehensive health care directive, you…