Power of Attorney – Blue Water Estate Planning

Estate Planning for Travelers: What to Pack, What to Sign, Who Needs What

Traveling soon? Don’t forget your legal checklist. Learn what documents to pack, how to protect your family, and why timing matters for Powers of Attorney.

Estate Planning Chats: Making the Most of Holiday Gatherings

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...

Honoring Ancestral Traditions: Estate Planning and the Latin Day of the Dead

Today, we’re diving into the Latin tradition of el Día de Muertos, otherwise known as the Day of the Dead, and how it can enlighten our approach to estate planning. Please join us in remembering those we have lost and celebrating their legacies! The Day of the Dead – More Than Just Skull...

Estate Planning Horror Stories: Cautionary Tales You Don’t Want to Star In

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...

Estate Planning Isn’t Just For The One Percent: Why Every Family Needs A Plan

Let’s talk about something people often brush under the rug: estate planning. Now, before you scroll away thinking: “I don’t have an estate” or “The bank owns my house” or even, “That’s for the Jeff Bezoses or Elon Musks of the world” – hang on a sec. Estate planning isn&#821...

Estate Planning for College-Age Children

My youngest son just went off to college for the first time, so my husband and I are now empty nesters! It’s been more than 20 years since it was just us in the house, so it’s taking some getting used to. As an estate planning attorney, one of the things that I did to […]

When Should I begin Estate Planning?

I was recently asked the question, “How old should I be when I start my estate planning?” It’s a great question, and the answer surprised her: Estate planning should begin as soon as someone legally becomes an adult (18 years old). At 18, you don’t need complicated estate planning, but there are sev...

Is An Estate Plan the Perfect Holiday Gift?

What 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 […]

Estate Planning Red Flag: You Haven’t Planned for Incapacity

Estate planning is often associated with death. But it’s just as important for your plan to address incapacity associated with illness, injury, advanced age or other circumstances. Unless you specify how financial and health care decisions will be made in the event you become incapacitated, there’s ...