Keeping Orange County informed on the latest and greatest information on estate planning & elder law.

Page 1
THE M.U.S.T. LIST—WHAT EVERY YOUNG ADULT SHOULD HAVE DURING COVID-19 One of the best things we can do as parents, especially now more than ever, is to help our young adult children prepare for whatever life events or circumstances may come their way. This includes helping them understand how to protect themselves from any medical, legal, or financial crisis that can harm them.

Date: 05/20/2020 Category: Kids Emergency Planning | General
WHAT TO EXPECT AT OUR LOCAL HOSPITALS DURING COVID-19 I can’t begin to describe the desperation of calls I have received recently from people who have loved ones in the hospital right now (and for non COVID-19 related matters). Because of the pandemic, hospitals have drastically changed their procedures, and loved ones can no longer sit by your bedside during a medical emergency or communicate with physicians in person about your medical wishes. This has left many people frustrated and concerned.

Date: 05/12/2020 Category: Estate Planning | General
Finding Your New Amazing Plan A This Week! As an estate planning lawyer, I have worked with so many families through the years who are dealing with uncontrollable circumstances—they lost a loved ones, their child has a disability, their business didn't work out, or their marriage ended.

Date: 05/06/2020 Category: Estate Planning
How Will You Need To Bend This Week? The happiest families I have worked with as an estate planning lawyer, or the families who have endured the most difficult of times, are those who have embraced this approach to life

Date: 04/13/2020 Category: Estate Planning
"How Does The World Need You Right Now?" When I really thought about it, it made me think that I should let your family know, first and foremost, we are here for you.

Date: 04/02/2020 Category: Estate Planning
Is There Any Good Coming from This Challenging Time? Yet, today, after another meltdown of trying to learn how to homeschool my kids only to go to my local supermarket and see the empty shelves, I found myself taking a step back and asking, what is going right?

Date: 03/25/2020 Category: Estate Planning
You Can Make Your Own Will, and It Will Only Cost You Tens of Thousands of Dollars! You may have your estate planning in place, but what about your parents, your children, your employees, or your family or friends who are still at risk?

Date: 03/18/2020 Category: Estate Planning
Are You Legally and Financially Prepared for a Local Coronavirus Outbreak or Quarantine? Here are five important legal and financial tips to help you best prepare for a local Coronavirus epidemic or quarantine:

Date: 03/02/2020 Category: Estate Planning
Do's (and Don'ts) For Supporting Grieving Families

Date: 01/28/2020 Category: General
The SECURE Act, now effective as of January 1, 2020, is the most impactful legislation affecting retirement accounts in decades.

Date: 01/16/2020 Category: Estate Planning
Five Important Questions to Ask Beyond the Thanksgiving Planning The same questions you are asking about the Thanksgiving plan, are the same questions you should be asking about your family estate plan. It’s one thing when a turkey doesn’t turn out, but a whole other ball game when you’re dealing with a family crisis that can last years because someone didn’t formalize their estate planning wishes.

Date: 11/19/2019 Category: Estate Planning
10 Major Mistakes With Your Parents' Estate Plan (And How to Fix Them). Our parents have spent a lifetime worrying about us (and now the grandkids), but do they know how much we worry about them?

Date: 10/29/2019 Category: Elder Law - Medi-Cal & VA Benefits

We Can Assist You During the California State of Emergency Stay at Home Order.

We can help you with all of your estate planning needs via phone calls and video chat and you can sign your plan at home. We can fast track your plan if you are seriously ill or are a first responder. Please call us at 949-718-0420 for immediate assistance. We guarantee we will provide you the same outstanding planning and experience virtually that we are known for in person.