Thanksgiving: A Season for Family, Gratitude, Pie and… Estate Planning? Yes, you read that right. While Thanksgiving is synonymous with turkey and gratitude, it can also be an ideal time to broach the often-dodged topic of estate planning. When families gather, it creates a rare opportunity fo...
Read more
Today, we’re diving into the Latin tradition of el Día de Muertos, otherwise known as the Day of the Dead, and how it can enlighten our approach to estate planning. Please join us in remembering those we have lost and celebrating their legacies! The Day of the Dead – More Than Just Skull...
Read more
Hey there, pet lovers! You’ve got the chew toys, the gourmet pet food, and even a pet cam to spy on—err, check in on—your furry friend while you’re away. But have you ever stopped to think about what would happen to your pet if you couldn’t be there for them? You probably already know the [&he...
Read more
We’re setting sail on a voyage through some choppy waters of four estate planning horror stories. Trust me, these tales you don’t want to be a part of. 🚢💀 The Incapacitated Spouse and the Reverse Mortgage Debacle Emily and Jack have been married for decades. Unfortunately, Emily became i...
Read more
It’s October, so in the spirit of spooky season, I thought I’d share a ghost story. Ok, really lessons we can learn from mistakes made by the rich and famous. 🌟 Estate planning might not be as dazzling as a Hollywood premiere, but listen, even the stars have to think about it. Let’...
Read more
Let’s talk about something people often brush under the rug: estate planning. Now, before you scroll away thinking: “I don’t have an estate” or “The bank owns my house” or even, “That’s for the Jeff Bezoses or Elon Musks of the world” – hang on a sec. Estate planning isn̵...
Read more
Ahoy there, fellow Californians, estate planning enthusiasts, and everyone who’s setting sail in the sea of life! I’m your friendly neighborhood lawyer, seasoned sailor of the legal seas, ready to guide you through the complex currents of estate planning. Today, we’re going to char...
Read more
Lawyers seem to have their own language. Many certainly speak in jargon. While I try to speak in plain English, there are many terms that are used in estate planning that need to be explained. One is “Intestate Succession.” Intestate Succession is the method by which property is distribu...
Read more
Estate planning is often associated with death. But it’s just as important for your plan to address incapacity associated with illness, injury, advanced age or other circumstances. Unless you specify how financial and health care decisions will be made in the event you become incapacitated, there’s ...
Read more