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...
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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...
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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...
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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...
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My youngest son just went off to college for the first time, so my husband and I are now empty nesters! It’s been more than 20 years since it was just us in the house, so it’s taking some getting used to. As an estate planning attorney, one of the things that I did to […]
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I was recently asked the question, “How old should I be when I start my estate planning?” It’s a great question, and the answer surprised her: Estate planning should begin as soon as someone legally becomes an adult (18 years old). At 18, you don’t need complicated estate planning, but there are sev...
Read moreWhat would you think if you received an estate plan as a gift? Would you be pleased? Or freaked out? I’m an estate planning attorney, so I may be a bit biased, but I think it is a great gift. Here’s why. Intestate Succession – California (or Your State)’s Plan for You Did you know […]
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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 ...
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