Creating an estate plan is one of the most important steps you can take to protect your loved ones and your legacy. But even the best plan can become outdated over time. Estate plans need regular updates to stay aligned with your life, relationships, and financial circumstances. If your estate plan hasn’t been reviewed in several years,…
Bringing a new baby home changes everything. Between sleepless nights and diaper runs, estate planning may be the last thing on your mind, but it’s one of the most important ways to protect your child’s future. Creating an estate plan after having a baby ensures that your child is cared for and financially secure no matter what…
In our recent newsletter, Katie A. Lindsey, Esq., Certified Specialist in Estate Planning, Trust, and Probate Law, explains why it is critical to plan for how separate property is distributed at death. Without a plan, California’s intestacy rules will determine where your assets go (and the results are not always what a family would expect.)…
As summer comes to a close, many of us take time to reflect, regroup, and plan ahead. It’s also a good reminder that even the most famous figures face the same estate planning questions as the rest of us. Recent stories about Val Kilmer, George Foreman, and Regis Philbin highlight how challenges like second homes, blended families,…
From the moment a child is born, parents feel the pull to protect and provide. We babyproof the house, choose schools carefully, offer guidance through the teenage years, cheer them on through college or career choices, and celebrate their independence. That protective instinct doesn’t stop at emotional or physical care — finances are part of…
As July melts away (faster than an ice cream cone in the sun), we’re squeezing in one last scoop of National Ice Cream Month, and sharing some food for thought on estate planning tips in the process. Just like choosing your favorite ice cream flavor, planning your estate comes with a lot of options. Cone…
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, minimalism offers a compelling counternarrative. Born from the mid-twentieth century artistic rebellion and revived in the 2010s on the back of increased digital clutter, climate anxiety, and economic strain, minimalism promises clarity and order based…
In our recent newsletter, Nate Loftin, Esq. highlights Proposition 19 Adjustments and 2025 tax law changes that may impact your California estate plan. Sign up for our newsletter at the link below to stay informed of the latest policy shifts. Proposition 19: Adjusted Exclusion Amount The California State Board of Equalization announced a 2.15% increase…