Losing someone you love is overwhelming. Whether the loss was sudden or you had time to prepare, it’s common to feel like there are a hundred things you should be doing. Family members have questions. The funeral home needs information. Paperwork starts arriving. Everyone seems to have advice ...
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Thanksgiving: A Season for Family, Gratitude, Pie and… Estate Planning? Yes, you read that right. While Thanksgiving is synonymous with turkey and gratitude, it can also be an ideal time to broach the often-dodged topic of estate planning. When families gather, it creates a rare opportunity fo...
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We’re setting sail on a voyage through some choppy waters of four estate planning horror stories. Trust me, these tales you don’t want to be a part of. 🚢💀 The Incapacitated Spouse and the Reverse Mortgage Debacle Emily and Jack have been married for decades. Unfortunately, Emily became i...
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It’s October, so in the spirit of spooky season, I thought I’d share a ghost story. Ok, really lessons we can learn from mistakes made by the rich and famous. 🌟 Estate planning might not be as dazzling as a Hollywood premiere, but listen, even the stars have to think about it. Let’...
Read moreWhat would you think if you received an estate plan as a gift? Would you be pleased? Or freaked out? I’m an estate planning attorney, so I may be a bit biased, but I think it is a great gift. Here’s why. Intestate Succession – California (or Your State)’s Plan for You Did you know […]
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Lawyers seem to have their own language. Many certainly speak in jargon. While I try to speak in plain English, there are many terms that are used in estate planning that need to be explained. One is “Intestate Succession.” Intestate Succession is the method by which property is distribu...
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