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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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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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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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Finish Your Estate Plan Online
May 15th, 2020
Complete your estate plan without taking a single step outside your home. Or if you’re plan is years out of date, now is the time to bring it current. You can add it to your list of shelter in place accomplishments. In the long-term, it’s more sa…
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Categories: online estate planning
Priorities, Perspective, and Perseverance
April 15th, 2020
My "new normal" is online estate planning by video or telephone. Like many of you, I have spent a lot of time in recent weeks re-evaluating my priorities, shifting my perspective, and creating a plan to persevere.
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Update For Our Clients and Friends
March 26th, 2020
Getting a will or trust, healthcare directive, power of attorney -- it can all be done online and by telephone, anywhere in California.
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