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

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Make It Easier For Your First Responders None of us ever hope to find ourselves in a life threatening emergency but now more than ever, it's important to be prepared.

Date: 03/23/2021 Category: Estate Planning | Special Needs Estate Planning | Kids Emergency Planning
Nothing Says "I Love You" Like Taking Time to Plan How many of us can say we have taken the time to make sure those people we love would be completely taken care of if anything unexpected should happen to us?

Date: 02/12/2021 Category: Estate Planning | Special Needs Estate Planning | Asset Protection
Urgent Notification: How the recent passage of Prop 19 will increase your property taxes.. Important Property Tax Changes – Prop 19 Modifies Tax Assessments on Inherited Real Property

Date: 12/23/2020 Category: Asset Protection | Estate Planning
The Biggest (and Surprising) Consideration For Parents When Saving For their Children's Colleges I explored the college savings topic in a chapter of my new book that will be released this January, The Family Nest Egg (Diversion Books), where I am helping parents like you and me understand how to build wealth and protect our loved ones from the worst.

Date: 10/01/2020 Category: Kids Emergency Planning | Estate Planning | Asset Protection
Six Common Mistakes Parents (and Their Lawyers Make) When Choosing or Changing Guardians am reminded though as my kids get older, the need to periodically evaluate the best fit for guardianship for them if we were to pass away. It's a tough decision for all us parents, even when you have a lot of great options to choose from. As a rule of thumb, we typically recommend parents choose a guardian for the next three years, and then re-evaluate as the kids continue to grow and their needs and lifestyle changes.

Date: 07/13/2020 Category: Kids Emergency Planning | Estate Planning
FAMILY SUPPORT WORKSHOPS—BUDGETING AND ESTATE PLANNING DURING THE PANDEMIC We know you care about your employees/members and their families and that's why we put together a two-part interactive virtual workshop series on budgeting and estate planning so families can get educated and guided on what they must do to protect their assets and loved ones.

Date: 06/25/2020 Category: Estate Planning | General
"To Love Another Person is to See the Face of God." During this past week, while witnessing so much hurt and pain so many are experiencing, I sat down one night with my daughter and the next-door neighbor and watched the movie version of the play Les Misérables.

Date: 06/09/2020 Category: General
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

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