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…
Understanding the Recent Ruling on the CTA
On December 3, 2024, the United States District Court issued a preliminary decision in Texas Top Cop Shop, Inc. v. Garland, temporarily halting the enforcement of the Corporate Transparency Act (CTA), a federal law requiring…
Estate Planning for an Only Child
More and more parents are opting to have just one child, which raises important considerations when it comes to estate planning. If you’re the parent of an only child, your estate plan may look a…
How to Prepare Your Digital Assets Before You Die—and Even Leave Behind an AI Clone
By Kianna C. Parviz, Esq. With advances in technology over the last few decades, many of us have acquired significant digital assets, so it is important to consider how you want such assets handled upon…
November Newsletter: Fall Estate Planning Update
November’s newsletter tackles fall estate planning with a fresh, football-inspired perspective. Just as each game needs a solid playbook, your family’s assets require a game plan. Without a doubt, we’re here to help you take…