Golf and estate planning share one important truth: preparation and strategy determine success. While golf requires adjusting to changing conditions on the course, estate planning requires adjusting to life’s changes—marriage, children, retirement, or shifts in financial circumstances. Both benefit from having the right tools, a clear plan, and periodic review. In this post, we discuss […]
Category Archives: Estate Planning
Assets, Estate Administration, Estate Planning, Heirs, Trusts
Why Your Child’s Trust Should Grow with Them
08
Aug
Aug
Trusts are powerful estate planning tools, especially when created to protect a child’s financial future. However, if you establish your child’s trust when they are five, that may not serve the same purpose—or offer the same protection—when they’re 25 or 45. Just as your child grows and changes over time, so too must the legal […]
25
Jul
Jul
Is an Income Tax Time Bomb Lurking in Your Estate Plan? The federal estate tax exemption has grown significantly—from $5 million in 2011 to nearly $14 million in 2025. As a result, far fewer families face federal estate tax issues today. But there’s another kind of tax concern that’s increasingly relevant: income tax basis planning. If […]
11
Jul
Jul
Deployment on the Horizon? What You Need to Do to Get Your Affairs in Order In recent posts, we’ve discussed how estate planning can support families during life transitions such as marriage, parenthood, or divorce. This week, we focus on military personnel. Specifically, we cover which legal and planning steps to take before a deployment, […]
20
Jun
Jun
Estate Planning Strategies to Protect Your Spouse In recent posts, we’ve discussed topics such as divorce and estate planning as well as disinheriting a spouse. This week, let’s focus on what you can do to protect your spouse in estate planning. Marriage legally positions you to provide long-term financial security for your spouse through legal […]
20
Jun
Jun
The death of a loved one leaves behind more than grief—it leaves traces of their presence in the quiet corners of our lives. A jacket still holds their cologne. A favorite chair reminds us of where they once sat. The sound of a song, the smell of a flower, or even the sight of their […]
23
May
May
No one likes the idea of the government stepping in to manage private affairs—especially when it comes to money and property. But without an estate plan, that’s exactly what can happen. If you pass away without the proper legal documents in place, your hard-earned assets could end up in state control through a process called […]
25
Apr
Apr
Is It Time for an Annual Estate Planning Retreat? In today’s fast-paced world, finding time to focus on long-term goals can feel nearly impossible. At Skvarna Law, we often see how easy it is to get caught up in day-to-day responsibilities while important priorities, like estate planning, get pushed aside. One way to stay on track […]
21
Apr
Apr
Four Ways to Prevent a Will or Trust Contest When families dispute a will or trust, emotions run high, relationships suffer, and financial legacies shrink. These legal battles often delay administration, waste resources, and overshadow your final wishes. Fortunately, thoughtful estate planning prevents many of these conflicts. In this blog, we discuss how to make […]
11
Apr
Apr
Estate planning doesn’t just reflect what you have today—it anticipates what tomorrow might bring. For many in Glendora and Upland, this means preparing for the unexpected: incapacity, sudden illness, or death. For parents and parents-to-be, the question of whether to include future children in an estate plan often surfaces. Does planning for a child who […]