When a Loved One Can No Longer Decide: Understanding Conservatorship in California
None of us want to imagine the day when someone we love can no longer make their own decisions. Yet for many families, this moment comes, sometimes gradually, as with dementia, and other times suddenly, after an illness or accident. It’s a difficult reality, and it raises an important question: who steps in when decisions about […]
Our Team at an Angels Game & 30-Minute Trusts
Your Estate Plan Needs a Winning Lineup Last week, our team swapped office chairs for stadium seats at the Angels game. Between the cheering, the hot dogs, and the seventh-inning stretch, one thought kept coming back to us: Winning takes teamwork, and so does protecting your legacy. In baseball, you can’t rely on one superstar […]
Estate Planning Isn’t Paperwork, It’s a Strategy
Last Friday night, our team traded our office chairs for stadium seats at the Angels game. Between the cheering, the seventh-inning stretch, and enjoying time together as a team, one thought kept coming back to us: Winning takes a lineup. And so does protecting your legacy. In baseball, you can’t rely on a single player […]
A Spotlight on Dedication (and Protecting What You’ve Built)
Honoring Hard Work — and Protecting It While Labor Day may be behind us, its message still resonates: honoring the dedication and effort that shape our lives and communities. At The Wagon Legacy, we’re inspired by both our clients’ commitment to building a secure future and our team’s commitment to serving them with care. This […]
Protecting Your Retirement Accounts Through Estate Planning
Your retirement accounts — IRAs, 401(k)s, pensions — often represent the largest portion of your estate. They’re the result of years, even decades, of labor and saving. But without proper planning, these accounts can become vulnerable in ways many families don’t realize. Here are three key risks — and how estate planning can protect against […]
September is the Real New Year!
Desplácese hacia abajo para leer esto en español. Before diving into this week’s newsletter, I want to pause and acknowledge the heartbreaking news of yesterday’s school shooting in Minneapolis. As parents, caregivers, and community members, our hearts ache alongside those families and students facing an unthinkable reality. At a time when many of us are […]
Planning Ahead for Loved Ones with Special Needs
When a loved one has special needs, estate planning takes on an added layer of responsibility. Parents, grandparents, and caregivers often worry: How do I provide for my child or loved one without jeopardizing their eligibility for important benefits? Here are three key tools we covered in our team’s recent Brain Boost session: There are […]
Backpacks, Pencils & Planning Fair Inheritances
Thank You for Giving to Our Back-To-School Drive! We’re so grateful to share that our Back-to-School Drive has been off to an incredible start! Thanks to the kindness and generosity of our community, Olive Crest has already picked up a large number of school supplies that will soon be in the hands of children who […]
Does Treating Your Children Fairly Mean Unequal Inheritances?
When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair—or doing what feels right—may mean giving unequal inheritances. Key Takeaways When Unequal Inheritances May Be Fair There […]
The Copycat Wagon Legacy?!
Hi friends, Recently, a few of you reached out with surprising news: another estate planning firm is using a logo and name strikingly similar to The Wagon Legacy. Thankfully, they’re in a different region, so confusion for our local clients is unlikely. Still, it’s a powerful reminder of two things: 1️⃣ How incredible you are — taking […]