Blog
New Year, New Goals! Now is the Time to Get Your Planning Checked Off Your To-Do List
It’s a New Year and the start of a new decade. I love the start of a new year and all of the excitement from setting goals. It’s a fresh start for you to achieve the things you have been putting off. If you are like most young families, perhaps one of those things...
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you pass. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the...
Important Estate Planning Considerations for LGBTQ Couples
Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a few things you should consider when thinking about crafting an estate plan....
What If No Estate Planning Has Been Done or Was Done Incorrectly
If no estate planning has been done, the court will have to be involved. In the event the someone becomes incapacitated, the family will have to petition the court to appoint a person to make financial decisions on the client’s behalf. The court will also have to...
The Importance to You and Your Family of Having an Estate Plan
According to a 2019 survey carried out by Caring.com, 57% of adults in the United States have not prepared any estate planning documents such as a will or trust despite the fact that 76% viewed them as important. Many of the respondents said this was due to...
Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk...
Recent Posts
Do You Really Need A Will?
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It’s Planning Season
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Being Deployed? Here’s What You Need to Do
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Myths and FAQs – Planning for Young Adults
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HIPAA: An Overview for Young Adults
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Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
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Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences
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4 Tips for Avoiding a Will or Trust Contest
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Estate Planning for Military Families
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The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
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Santa Clarita, CA 91355
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