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Fathers & Growing Financial Concerns

Desplácese hacia abajo para leer esto en español. Honoring the Amazing Fathers in our Lives! I’m so excited to celebrate my husband this weekend! He is an incredible father! As you can see in the photo, he gets on rides that spin at Disneyland to make the kids and I happy, even though he hates […]

An Epic Celebration — Arizona Style 🌵

Desplácese hacia abajo para leer esto en español. An Amazing Arizona-Style Celebration! I can’t believe my middle child is already 9! We celebrated in style with a trip to Arizona, where we caught a game to watch one of his favorite players, Corbin Carroll of the Diamondbacks. Touring the stadium was a hit, but the […]

Don’t Let This Crucial Question Derail Your Estate Plan

Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive that stuff? Ways to Give Away Your Money and Property OutrightOne […]

Will You Have An Estate Tax Issue Soon?

The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate tax exemption to $10 million adjusted for inflation. This is the amount you can gift or leave to your loved ones at your death without […]

5 Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after yourdeath, avoiding probate, and reducing taxes. Good estate planning also appoints people tomake legal, financial, and medical decisions for you if you are alive but unable to make thosedecisions for yourself (in other words, if you are incapacitated). What happens without a plan […]

What Do Cinderella & Marilyn Monroe Have in Common?

Desplácese hacia abajo para leer esto en español. Cinderella and Marilyn Monroe: two beloved icons and beauty queens whose similarities run deeper than meets the eye. Both of their tales share a common thread: the consequences of estate planning failures – proving that regardless of fame or fairytales, proper estate planning is crucial for everyone. Marilyn Monroe […]

Common Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the forms provided by DIY websites and asked three law professors to review […]

Your Impact Matters!

A Special Honor from St. Jude Children’s Hospital Desplácese hacia abajo para leer esto en español. I have been blessed by the opportunity to work with and help St. Jude Children’s Research Hospital, and last week – much to my surprise – Directors from St. Jude brought me this beautiful plaque featuring a published article about my journey […]

Choosing a Gift to Give to Charity

If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited for donation to the charity. Cash Writing a check to your favorite charity […]

“It’s A Mom Thing”

Desplácese hacia abajo para leer esto en español. A Personal Note from Firm Owner, Alex Varela I was really sad to hear Princess Kate Middleton’s cancer announcement last week. I have always really liked how she carries herself (not to mention her great fashion sense). But after listening to her video message announcing her recent health battle […]