Estate Planning: Don’t Leave Your Legacy to Luck This St. Patrick’s Day St. Patrick’s Day is all about luck—the four-leaf clovers, pots of gold, and the elusive leprechauns. But when it comes to estate planning, luck isn’t a strategy. While we can all hope for good fortune in life, a well-crafted estate…
A Valentine’s Day Love Letter: Writing Your Estate Plan Valentine’s Day is a time to celebrate love—love for your partner, your family, and those who make your heart full. While chocolates and roses are classic tokens of affection, there’s another way to express your love this year, one that lasts…
How to Update Your Estate Plan After Losing Your Home in a Fire The recent fires in Los Angeles have left many families facing unimaginable challenges. For those who have lost their homes, recovery often begins with rebuilding and navigating insurance claims. However, it’s also important to assess the impact…
Navigating A/B Trusts and Disclaimer Trusts in Estate Planning: A Guide for California Couples For married couples in California aiming to protect their assets and reduce estate taxes, A/B trusts and disclaimer trusts offer two distinct paths in estate planning. Both approaches leverage federal estate tax exemptions, yet they differ…
Whether you’re a first-time homeowner or you’ve been through the process before, owning a home is a significant milestone that requires careful planning to ensure you’re well-prepared for the future. Below are three key things to consider for safeguarding your home and your loved ones. 1. Update Your Address If…
