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

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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
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

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.