How to make sure emergency personnel know who to call if you're injured in an accident. Every parent or caregiver worries about being able to protect their child, aged parent, or other loved one. If you're in an accident, how can you let first responders know who to call? As a trusts & estates attorney,… Continue reading Sending out an SOS
I created this download to offer some ideas about what type of planning is typical for people by age. Most people are complicated and life is . . . interesting. This means that a chart like this should not be relied on to make any decisions. I hope it does bring awareness and raise questions… Continue reading Estate Planning by Ages & Stages
Photo by Alexander Milo on Unsplash Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to… Continue reading Starting a New Job? Estate Planning Hacks to Get the Most Out of Your Benefits
More often than ever couples are looking to plan for their futures with each other but without marriage. This article addresses some of the options that unmarried couples have when planning’s transitions. As with all relationships there are benefits and drawbacks to “making it official.” Depending on the value of your money and property, your… Continue reading Estate Planning Considerations for Unmarried Couples
Genealogy has long fascinated many people, and it continues to be studied by those who are interested in discovering who they descended from and what those family members were like. Many of us have gazed at black and white or sepia-tone photos of ancestors whose names we don’t know and wondered about their lives, joys,… Continue reading National Genealogy Day: Investigate the Past and Impact the Future
Maintaining your estate plan can feel overwhelming when faced with all the changes life can bring. Calling your attorney may not be your first instinct when you’re faced with a significant shift in income, investments, or employment, but consulting with us is a wise way to ensure your legal health is always maintained. Read on… Continue reading Five Key Considerations for Your Estate Plan
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan in place because we do not understand the nuances between a will and trust – and dying without either. Here is what will generally happen… Continue reading Wills, Trusts and Intestate: What does it all mean?
NOTE: As always, the information on this website is for general information and entertainment only. Do not rely on this information to take a course of action or refrain from taking action - hire a lawyer. Photo by Tierra Mallorca on Unsplash California Proposition 19, Changes Certain Property Tax Rules. Legislative Constitutional Amendment. (2020) Summary:… Continue reading Proposition 19 Passed Modifying Tax Assessments on Inherited Real Property
Photo by Hugo Aitken on Unsplash When I moved out of my hometown to go to law school, my grandmother would send me packages of homemade tortillas and chocolate chip cookies. She sent these little tastes of home, not because there were no Mexican grandmothers making tortillas in my new town, but as a way… Continue reading Want to Give Money to Your Heirs in Your Trust? Think again
Photo by Joanna Kosinska on Unsplash My titles are many: attorney, counselor, advocate. I am also someone’s daughter, sister, friend and wife. But the title that has taught me the most and challenged me to constantly step-up to be a better person, is that of mother. The lessons I learn as “mother” seem to always have far deeper… Continue reading Mother, May I?