Scoop Up These Estate Planning Tips Before Summer Melts Away
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…
Minimalism May Be Great for Your Stuff, but Not for Your Estate Plan
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…
California Estate Planning Update: Proposition 19 Adjustments and 2025 Tax Law Changes
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…
Estate Planning Strategies to Protect Your Spouse
It’s not a pleasant thought, but making sure that your spouse is taken care of and protected after you are gone is the most important aspect of estate planning. While legal marriage does offer some…
Simultaneous Deaths & Estate Planning
Simultaneous deaths, the rare occurrence whereby two people who are beneficiaries of each others’ estates die within short succession of each other, can pose a huge wrinkle to even careful estate planning. With the recent…
Escheatment, Intestacy, and the Cost of Doing Nothing
The consequences of dying without estate planning, even if it’s just a will, can be catastrophic. Not only is there no guarantee that your assets will be disbursed according to your wishes, there’s no guarantee…
Estate Planning for Your Beneficiary’s Education
It’s common for those engaging in estate planning to want to leave provisions for the education of their descendants. Higher levels of education have been show to lead to significantly higher wages and decreased risk…
Spring Cleaning & Planning: Financial Style
In our latest newsletter, we dive into key legislative developments and highlight the timely steps you can take to protect and strengthen your financial future. We begin with an overview of President Trump’s early tax…
Is Your Estate Plan Ready for 2025’s Tax and Political Shake-Up?
In our recent newsletter, Nick Carrigan, Esq. highlights 2025 tax and policy shifts — and what they mean for your estate and financial plans. We’ve outlined a few of the key takeaways below and encourage…
Time to Update Your Estate Plan – What Fewer IRS Audits Mean
News that IRS audits are on the decline may sound like a welcome relief, especially for high-income individuals. Yet, for anyone focused on long-term wealth preservation, a fundamental shift in enforcement isn’t a free pass. Now may…
April Newsletter: How to Leave Your Wealth Wisely — Inheritance, Beneficiaries & Trust Strategies
Over the next 20 years, an estimated $84 trillion in assets is expected to change hands from older Americans to younger Americans in what financial experts are calling the “Great Wealth Transfer”, as referenced in…
Four Ways to Minimize the Chance of a Will or Trust Contest
Disputes over terms of your will or trust can derail your final wishes, quickly drain your financial legacy, and tear apart your loved ones. But if you plan ahead of time, you can spare your…
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…