Paws in Perpetuity: Estate Planning for Your Loyal Companion
By Jennifer J. Carney, Esq. As pet owners, we often regard our animals as cherished members of our family. Their companionship, loyalty, and unconditional love enrich our lives in ways that are irreplaceable. However, it…
Walk4ALZ 2025: Raising Awareness, Funds, and Hope
According to a new dementia prevalence estimate published by Alzheimer’s Orange County, over 164,000 people in Orange County are affected by dementia or mild cognitive impairment. Walk4ALZ raises funds to support research, programs, advocacy, and…
March Newsletter: Lists You Need to Get Your Affairs In Order
Spring cleaning isn’t just for your home—it’s also a great time to dust off your estate planning documents and get your affairs in order! Our March newsletter explains how a bit of list-creating and organizing…
Important CTA Update
On February 27, 2025, FinCEN announced that companies won’t face fines or penalties if they miss the current deadlines for filing their beneficial ownership information (BOI) reports—March 21, 2025, for most businesses. FinCEN also plans…
More Than Money: Leaving a Legacy With Heart
Money and property might be the most talked-about parts of a person’s wealth, but the wisdom, traditions, and experiences they pass down can be just as valuable—if not more. Your estate plan isn’t just about…
February Newsletter: Love and Estate Planning
We’re celebrating love and estate planning in February’s newsletter—not with flowers and chocolates, but with strategies that show your sweetheart how much you care. This month, we cover three trusts that help protect your spouse,…
How to Spot and Avoid Trust Scams
Setting up trusts during estate planning offers asset protection, tax advantages, and a structured way to pass down wealth. However, in recent years, trusts have become a lucrative opportunity for scammers to set up too-good-to-be-true…
Anyone Can Sue You, But Here’s How to Protect Your Trust and Avoid Litigation
By Christine M. Allen, Esq. Trust litigation is becoming an increasingly common occurrence after the death of a loved one in California. Regardless of how well-drafted or thought-out a trust is, anyone with a grievance…
Addressing a Loved One’s Debts After They’ve Passed
Debt is a growing reality in the United States, with many Americans expected to pass away while still owing money. Unfortunately, a loved one’s debts don’t simply vanish. While some, like federal student loans, may…
January Newsletter: Incapacity Planning
January’s newsletter focuses on an essential aspect of estate planning—incapacity planning. While it’s difficult to think about being unable to make your own choices, having a plan in place ensures that your wishes are honored…
Essential Estate Plan Considerations for 2025
Happy New Year! As we step into 2025, it’s the perfect time to think beyond run-of-the-mill resolutions and focus on something that truly protects your loved ones: estate planning. For this reason, our estate planning…
Healthcare Planning Should Be Part of a Young Adult’s Estate Plan
In a recent blog post, we discussed why young adults should consider an estate plan before heading off to college. Among the essential tools we highlighted are a HIPAA authorization and a medical power of…
December Newsletter: Celebrate the Holidays with an Estate Plan
December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From…
Estate Planning for College Students: What Parents Need to Know Before They Go
If your child (or grandchild) is heading to college next year, you have every reason to feel overwhelmingly proud! You may also occasionally feel a natural pang of worry. You want your child to be…