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How Can I Ensure My Wishes Are Followed in My Estate Plan?

You may invest considerable time and energy in your estate plan, but how do you ensure it supports your final wishes regarding asset distribution, end-of-life care, funeral plans, and other key considerations? Here are the keyREAD MORE >

How a Living Trust Facilitates Ease of Asset Distribution

In a typical week, I receive calls from individuals facing two common situations involving the estates of their deceased relatives. The first scenario involves someone without a will or trust, necessitating a lengthy and costly probateREAD MORE >

Do I Need An Estate Plan?

Many ask if an estate plan is necessary. If you own a house in Southern California, it’s vital. Avoiding probate is key. For instance, with a million-dollar house and a $900,000 mortgage, probate costs about $23,000READ MORE >

California Conservatorships for Children with Disabilities: What You Need to Know

Our firm specializes in obtaining conservatorships for adult children with developmental disabilities. These conservatorships are referred to as limited conservatorships. Today, I’d like to discuss two distinct types of conservatorships: limited conservatorship and general conservatorship. InREAD MORE >

Do Living Trusts Help Prevent Family Disputes?

A living trust, also described as a revocable trust, is a popular estate planning tool that allows you to bypass probate, maintain privacy, and keep a higher level of control over your assets after you pass.READ MORE >