Category Archives: Estate Attorney

10 Estate Planning Tips for Furry Family Members

Estate Planning Glendora Upland

In Honor of National Dog Day, 10 Crucial Insights for Protecting Furry Family Members Americans love pets. In fact, the American Pet Products Association estimates that in 2017, pet owners spent more than $69 billion on their dogs, cats, birds, reptiles and other domestic animals. The money spent isn’t just for pampering the pets. It also […]

Keeping the Peace After You Are Gone: Estate Plan

Estate Planning Glendora and Upland

When musician Aretha Franklin died last month, she failed to leave a will. With her estate valued at more than 80 million dollars, her failure to complete an estate plan has put her heirs in a difficult position. An attorney who worked with Franklin for years says he urged Franklin to create a will or trust. […]

How Estate Planning Can Help You Dream About Your Future

Attorney Estate Planning

A dream without a plan is just a wish. Estate planning takes your wishes and turns them into reality. Estate planning is also a great way to focus on the legacy you want to leave behind for loved ones, so they can avoid the expense and delays associated with probate. And, in the process, you […]

Baby Boomers & Drug Use

Stop Baby Boomer Drug Abuse

Until recently, senior citizens could be counted on as the population most likely to scorn drug abuse. In fact, the elderly typically stigmatized people who engaged in such activities. However, as Baby Boomers fill senior living facilities, they bring a somewhat looser attitude about drug use and misuse. After all, most hail from the drug […]

Estate Planning After Dementia Diagnosis

Dementia Matters

When diagnosed with dementia, most people feel shocked and surprised and sorely unprepared for future care needs. But after receiving this type of diagnosis, preparing for the future becomes immensely important. If you or someone you love has dementia, immediately seek guidance for future care. For help in taking the right steps to develop a […]

Does Your Estate Plan Reflects Your Wishes?

Estate Plans Can Change Joe and Darlene are a married couple who decided to divide their estate property equally between their three children. They wanted their house to go to daughter, Mindy, who loved it. And the rest of their estate plans included equal division of assets between sons Dennis and Eddie. At their request, […]

Identity Scams Targeting the Elderly

The U.S. Attorney General and law enforcement partners announced the largest coordinated sweep of elder fraud cases in history. The cases involve more than two hundred and fifty defendants from around the globe who victimized more than a million Americans, most of whom were elderly. The cases include criminal, civil, and forfeiture actions across more than […]

Estate Planning: Why You Should Save for Retirement

According to a recent a report by Bankrate, 20 percent of Americans are not saving for their day-to day lives, let alone retirement. This, despite the fact unemployment is low and wages are increasing. With so many workers failing to set aside cash, many will face shortfalls of operational cash in the event of an […]

It Pays to Plan: Estate Planning

“Life’s tragedy is that we get old too soon and wise too late.” ~ Benjamin Franklin Since wisdom means that you realize the finite nature of life, living well calls for careful estate planning. As Baby Boomers age, they discover the realities associated with aging:

When there’s a Will, there’s a way to Probate Court

Some financial articles insist that a will is not the best way to leave assets to heirs. But why is that? Won’t scribbling something on a napkin work? Wills often lead to long and expensive court proceedings. Countless other more-efficient ways could be used, all of which more effectively pass property to family. Why a […]