We often think of retirement accounts as monolithic resources. It is easy to see why. We spend years socking away money for the future. Unfortunately, however, the rising cost of healthcare threatens to deplete even the largest retirement account. Because retirement funds make up the largest assets in a person’s estate, proper planning is crucial […]
Category Archives: Trusts
Elder Care, Elder Law, Estate Attorney, Estate Planning, Estates, Guardianship, Inheritance, Trusts, Wills
What to do with the family heirlooms and keepsakes
26
Apr
Apr
When many think of estate planning, they think of assets that include money, real estate, and personal property. But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. Don’t overlook this type of property even if it does not have a high dollar value. It could still provide sentimental […]
California Law, Estate Attorney, Estate Planning, Guardianship, Inheritance, Trusts, Wills
Stress Test Your Estate Plan
19
Apr
Apr
So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that reflect the changes in your life. […]
California Law, Estate Attorney, Estate Planning, Glendora, Guardianship, Probate, Trusts, Wills
Living Probate
05
Apr
Apr
If you become incapacitated, who is going to take care of you? As difficult as it may be, face facts. If you become incapacitated, you will not be able to make medical decisions for yourself. What’s more, you won’t be able to manage day-to-day-today affairs. This would be sad no matter what. But, if you […]
Alzheimer's, Dementia, Elder Care, Estate Attorney, Estate Planning, Guardianship, Life Changes, Trusts, Wills
Three Legal Things to Do After a Scary Health Diagnosis
29
Mar
Mar
A scary health diagnosis causes emotional and logistical challenges. For instance, how can you take care of your family if something happens which causes physical incapacitation? In addition to working closely with your medical providers, consider taking these three legal tips: Make sure your Estate Plan is up to date. Are you among the 42 […]
Estate planning often brings out emotional decision-making relative to asset division. Many people think that if they love their family, they can solve estate concerns by leaving everything to their loved ones in a will. Unfortunately, however, wills are (contrary to their name), not the most caring way to plan your estate. It’s important to […]
Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Probate, Trusts, Wills
10 Estate Plan Mistakes
22
Feb
Feb
Have you created a trust or will? If not, now is the time to do so! And, if so, did you work with an established estate planning attorney to set it up or did you DIY? Either way, review the following caveats to see if any apply to your plan. Review the list to make […]
Assets, Estate Attorney, Estate Planning, Estates, Glendora, Inheritance, Trusts, Upland, Wills
Do You Need a Will or Trust?
15
Feb
Feb
The short answer? Yes; you need a will or trust! In fact, everyone needs a will, trust, or both to ensure their legacy is passed on in the way you intend. Most people feel strongly about the way they would want to provide for their children, spouse, and family members. And in the case of […]
Estate Attorney, Estate Planning, Estates, Glendora, Life Changes, Retirement, Trusts
Five Estate Plan Considerations
08
Feb
Feb
Due to life changes, maintaining estate plans can overwhelm most people. And let’s face it. Calling your estate planning attorney may not immediately occur to you when you’re faced with change. For example, a significant shift in income, investments, or employment. Nevertheless, consulting with us will help maintain your legal health. These five events should […]
Estate Attorney, Estate Planning, Estates, Inheritance, Trusts, Wills
Don’t Put Off Estate Plans til Tomorrow
25
Jan
Jan
Now is the Time to Talk with Your Estate Planning Attorney No perfect time exists to broach the subject of estate planning with your family. Although we all know that everyone eventually passes away, most of us choose to try to forget that reality. Faced with the decision between taking the initiative to start a […]