life planning Tag

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Picture this: You've worked hard all your life, built a substantial estate, and nurtured relationships with family and loved ones. Then, suddenly, you pass away. Without an updated will, what happens to your assets? Who takes care of your minor children? Will your last wishes be respected? In California, these...

Living Trust – Setting it Up Doesn't Have to Be Hard Estate planning is often a daunting and overwhelming task that people put off for far too long. Topics surrounding death are difficult to discuss, and what you plan on doing with your assets after death tends to be taboo.  As legal...

What Will Happen to Your Pet If You Die? Here's What You Need to Know! Have you ever wondered what would happen to your beloved pet if you unexpectedly passed away? This is a difficult question to consider, but it's critical to have a strategy in place so your beloved pet will...

New Year's Resolution - Set Up Your Living Trust Are you looking for inspiration for a New Year's resolution for 2023? Consider establishing a living trust. We know estate planning is probably not at the top of anyone's resolution list, but a living trust can be a worthwhile investment for yourself...

When Jeannie was having trouble making ends meet after her husband died, she asked my friend Jim what he thought about reverse mortgages. Jim spent 40 years in the financial services industry, and these guys tend to be wary of things like life insurance and reverse mortgages. As predicted, Jim...

If you’re paying attention, you’re aware that the subject of caregiving is coming up a lot more frequently in the news and in conversations with friends and colleagues. The AARP is devoting one of its monthly newsletter to a variety of topics related to caring for America’s aging family members....

A year of Covid has taught many of us about the importance of being prepared. For millions of people who were sick with this virus, having an updated Advance Healthcare Directive meant that their families could make critical-care decisions on their behalf. For the long haulers—those who continue to suffer...

One of the consequences of Covid is that all too often, it doesn’t "just go away". This is not the flu. We hear about people getting Covid, then they’re back at work as if nothing happened. Those are the lucky ones. A good example is the White House staff last...

After more than 15 years, we decided it was time for a change. We did some research, and we learned that what our clients valued most was that we guided them through the legal process—whether Divorce, Mediation, Probate, Living Trust or Business Formation—we were there to guide them. Best of...