Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
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Private Retirement Trust That Protects Your Assets! No one would want to lose their hard-earned retirement money to an unfair lawsuit or ill-intentioned third party. -
Does Your Child Need a Special Needs Trust? Hey moms and dads! Find out if your child should have a special needs trust. We can help! -
Prosperous Family Quick Tip- 10 Tips for Getting Back Into Routine After Vacation I'm the classic case of the person who returns from vacation only to feel panicked and overwhelmed by the to-do list, and out of sorts with sleep and routine. -
Estate Planning Needs that Can’t Wait Until the New Year Pick a date between now and New Year’s Eve to make sure all your affairs are wrapped up so you can start the New Year fresh! -
Medi-Cal Does NOT Require “Middle Class” Seniors To Spend Down All Of Their Assets Medi-Cal is a special federal and state government program that helps seniors fund their long-term care needs, such as paying for a nursing care facility. It’s different from Medicare, which provides health insurance coverage for seniors. -
Trust, Estate and Long-Term Care Planning When a Spouse Becomes Disabled Even though your current estate plan is still valid and has not expired, it typically only serves as a death plan, and not as a long-term care plan. You will need an estate plan that fully addresses your spouse’s new health care needs and the associated costs. -
A big Happy Thanksgiving to you and your family! Josh and I really think a lot about the families who come to us for help, either for their estate planning needs, or just because they need someone to talk to about life's ups and downs. -
Best Practices for Disinheriting a Family Member (And Other Alternatives Available to You) Choosing who you want to inherit from you when you pass away is not always an easy task. While many people wish for their assets to go to their family members, others absolutely do not. -
Achieving Certainty During Uncertain Times: How to Plan for the Long-Term When Your Child Has Autism A California Department of Education study found that about 1 percent of all children enrolled in the state’s public schools are diagnosed with autism.