With several months left before the new year, fall is the perfect time to review your estate planning affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When did you last update your Power of Attorney (POA)? A valuable legal document, no matter what the circumstance A POA is […]
Category Archives: Estate Planning
Assets, Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Wills
An inheritance can change your Estate Plan
16
Oct
Oct
Receiving an inheritance is a huge blessing. However, it it is not handled properly, it could become a curse. For example, often times, the inheritor does not know what to do with the new asset and runs into financial trouble. Without care, inheritors can squander most, if not all of the inherited funds. In such […]
05
Oct
Oct
A poor health diagnosis or need for major surgery can disrupt your day-to-day life. So, estate plans are likely far from top-of-mind. Despite the fact you have much to contend with due to such taxing demands, it’s crucial to consider estate plans in times of change. In fact, proactive planning can ease you and your […]
Planning for the Financial Future of a Troubled Adult Child Are you concerned about any of your adult children? A well-executed estate plan can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a […]
Estate Attorney, Estate Planning, Estates, Glendora, Trusts
10 Estate Planning Tips for Furry Family Members
17
Sep
Sep
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 […]
Estate Attorney, Estate Planning, Estates, Inheritance, Wills
Keeping the Peace After You Are Gone: Estate Plan
07
Sep
Sep
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. […]
California Law, Estate Attorney, Estate Planning, Estates, Guardianship, Inheritance, Probate, Wills
How Estate Planning Can Help You Dream About Your Future
28
Aug
Aug
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 […]
California Law, Estate Planning, Estates, Guardianship, Inheritance, Wills
Back-To-School Prep: Not Just About Supplies
20
Aug
Aug
With your children’s wellbeing weighing on your mind each day, you could forget about some of the most important factors involved caring for their present as well as their future: naming a guardian for your estate plan. Guardianship & More When was the last time you reflected on the person you selected to be guardian? […]
01
Aug
Aug
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 […]
Alzheimer's, Elder Law, Estate Attorney, Estate Planning, Life Changes
Estate Planning After Dementia Diagnosis
24
Jul
Jul
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 […]