top of page
in the South Bay of California
JOIN OUR MAILING LIST
Search


Once Your Kids Are 18, Make Sure They Sign These Documents
While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus...
Sep 25, 20203 min read


Supreme Court Case Could Impact LGBTQ Adoption, But Estate Planning Offers Alternate Options
A case on the Supreme Court’s docket for October could have a major impact on the parental rights of same-gender couples seeking to adopt...
Sep 11, 20203 min read


Are You Clear About How Your Parents Estate Plan Will Impact You?
Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are, especially with the COVID-19...
Aug 21, 20203 min read


COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2
In the first part of this series, we discussed the vital importance of having updated advance directives in place in light of COVID-19....
Aug 7, 20204 min read


COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 1
As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers in urging Americans to create the...
Jul 24, 20204 min read


A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust
In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash...
Jul 10, 20204 min read


How Do Trusts Help You Save on Taxes?
Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for...
Jun 26, 20203 min read


Learning to Flourish, Even in a Financial Crisis
Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a...
Jun 12, 20204 min read


Who Would Care For Your Children If You Got Sick With COVID-19?
The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have. It brings to mind...
May 29, 20203 min read


Getting Legal Documents Signed During COVID-19
Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19...
May 15, 20202 min read


Should You (or Your Parents) Be in the Stock Market Now?
If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how...
May 1, 20204 min read


Doing the Right Thing for the People You Love During the COVID-19
Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This...
Apr 17, 20205 min read


The Most Important Legal and Financial Actions To Take Right Now
As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order...
Apr 3, 20204 min read


How To Talk To Your Parents and Get Them To Stay Home
There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear...
Mar 24, 20204 min read


CORONAVIRUS: Impact to Your Wealth, Health, and Happiness
While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore....
Mar 6, 20203 min read


Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning
As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30...
Feb 21, 20205 min read


The SECURE Act’s Impact On Estate and Retirement Planning—Part 2
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning....
Feb 7, 20205 min read


The SECURE Act’s Impact On Estate and Retirement Planning—Part 1
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the...
Jan 24, 20205 min read


5 Steps For Adding Digital Assets To Your Estate Plan
Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique...
Jan 9, 20206 min read


The Hidden Dangers of DIY Estate Planning—Part 2
In our last blog, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how...
Dec 23, 20196 min read
bottom of page



