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Why You Need to Hire a Local Estate Planning Attorney
July 20th, 2021
When it comes to estate planning, have you considered hiring a local estate planning attorney? Hiring local can make a big difference for a number of reasons. Let us discuss some of those reasons in more detail here.
First, a local attorney is m…
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Moved Recently? Remember to Update Your Estate Plan!
July 6th, 2021
Have you made a move recently? While your check list may seem lengthy, take care to include one very important item. Update your estate plan. Relocating can have significant impacts on the effectiveness of your estate plan and merit updating acc…
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Categories: Estate Planning
Giving Thanks by Giving the Gift of Planning
November 25th, 2020
As an estate planning attorney, I am lucky to be able to help guide clients as they thoughtfully plan for their loved one’s futures. Estate planning is an act of love, a gift that an individual passes on after they have gone.
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Why We Are Voting No on Proposition 19
October 12th, 2020
Many wish to leave their home to their children. Proposition 19 will make this more difficult, forcing many to sell the home because of significantly increased property taxes.
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Millennial Estate Planning: Understanding Social Security
September 18th, 2020
The social insurance program was established in 1935 by the US federal government with the purpose to provide retirement, disability, and survivors’ benefits. Since that time, in part due to the disappearance of extended family networks, an increas…
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The Key Factors to Understanding Estate Planning
August 28th, 2020
It’s a common misconception that estate planning is only for the wealthy, but in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well…
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Categories: Estate Planning
How to Protect Your Child’s Inheritance from Creditors in California
August 21st, 2020
Keep your hard-earned assets, for the future inheritance of your children and grandchildren, from disappearing or being claimed by creditors with protective measures in your estate plan. A simple way to achieve inheritance protection is through a tru…
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