Disinheriting a Family Member: What You Need to Know Before You Decide

Disinheriting a Family Member in California: Key Considerations Disinheriting a family member is a significant decision in estate planning, often influenced by personal relationships, financial concerns, or specific circumstances. While California law generally allows individuals to exclude certain relatives from their will or trust, it is crucial to take the proper legal steps to prevent […]

Take Control of Your Future: Essential Estate Planning Steps for Uncertain Times

The world is constantly evolving, bringing unexpected challenges that can impact our health, finances, and families. While we may not always have control over external events, we do have the power to take proactive steps to protect ourselves and our loved ones. One of the most effective ways to ensure stability and security in uncertain […]

New Year’s Resolutions for Your Legal and Financial Affairs

The New Year is here—a time for fresh starts, goal setting, and resolutions. As you plan to improve your health, relationships, or career, don’t overlook your legal and financial affairs. It’s the perfect time to take stock and ensure everything is in order. While organizing your home might feel straightforward, sorting through legal and financial […]

It Is Okay to Ask for Help

There are times, like the holiday season, that we think about and prepare for, for much of the year. However, when they arrive, we may still feel unprepared. The holidays serve as a reminder of how quickly life happens. It can also feel this way when we get the news that family is counting on […]

Estate Planning Is a Great Way to Help You Celebrate the Holidays

It Is Time to Make Your Estate Planning List and Check It Twice “He’s making a list. He’s checking it twice. He’s going to find out who’s naughty and nice…” The estate planning process can sometimes be similar to Santa’s process. You decide who should receive your money and property (the nice people on your list) […]

Why Your LLC or Corporation Needs to Know About the Beneficial Ownership Information Report

**UPDATE Jan 6th, 2025** The Fifth Circuit Court of Appeals reversed its December 23, 2024 decision, reinstating the Corporate Transparency Act’s regulations. What does this mean? This means that reporting companies are once again required to file beneficial ownership information (BOI) with FinCEN (Financial Crimes Enforcement Network). The BOI reporting deadline has been extended to […]

2024 Election Results: Implications for Estate Planning and Tax Legislation

The results from the 2024 election are in, and although we still have weeks remaining before the 119th Congress takes office and the new president is inaugurated, there is some clarity about an election that has been called the most important in our lifetime and even in US history. Each election brings about the possibility […]

It Is About the OUTCOME…

We Survived Another Year! The Varelas survived another year of family photos! Each year – it is chaos and a lot of work! Orchestrating the outfits and getting everyone there on time and with their hair combed and clothes wrinkle-free! It takes a lot of work, but each year, I am so grateful for the […]

No Matter What Happens Today

Regardless of whether Harris or Trump get elected today… you will continue to work hard for your family and to protect those you love. Yes, there are many key issues for this election. Of course, I encourage you to get out and vote today. But regardless of who wins, remember that your legacy remains in […]

A House Divided ⚾️

We Are a House Divided this World Series! My father is a BIG Yankee fan because while he was a child growing up in Cuba, the Yankees was the only team they could watch in Cuba so it embodied American baseball for him! Because of my dad’s love (obsession really) with the Yankees, I decided to […]