Do It for Your Spouse – I did it for mine
Steve and I are about to celebrate 20 years since our very first date (to an Angels game🧢⚾️). Back then, we had nothing. Our first mattress was a used one from Craigslist. So was every item in our apartment. We were broke. Over the years, Steve supported me in every possible way. For nearly a […]
Estate Planning Strategies to Protect Your Spouse
You found the love of your life, and as you have built your life together, you have likely weathered your fair share of storms and grown stronger because of them. Now that you are married, you are uniquely situated to provide meaningful support for your spouse after your passing through special estate planning tools available […]
Important Things to Know About Life Insurance to Enhance Your Estate Plan
Creative Uses for Life InsuranceAccording to a new study from LIMRA and Life Happens, two nonprofit industry tradeassociations, a record-high number of American adults—approximately 102 million—either donot have life insurance or do not have enough coverage. Misunderstandings about how much life insurance costs and what type to purchase are thelargest barriers to purchasing a policy. […]
When Should You Update Your Trust?
Your trust isn’t meant to be a “set it and forget it” document. Life changes — and your estate plan should change with it. Here are some common situations that may mean it’s time to review and update your trust: 🔁 Major Life Events 💼 Financial or Asset Changes 👩🏻⚖️ People Changes 📝 Legal or Tax Changes […]
What We ALL Think About at 30,000 Feet
Desplácese hacia abajo para leer esto en español. My family and I love to travel. We’re actually heading out of town soon for a quick 4-day summer getaway—and while I’m so excited for the trip, I’ll admit it: the moment I sit in that airplane seat, I always get the same thought… Did I double-check […]
Why Beneficiary Designations Matter More Than You Think
Most people assume their will or trust controls how all their assets are distributed—but that’s not always true. Accounts with beneficiary, transfer-on-death (TOD), or payable-on-death (POD) designations actually override what’s written in your estate plan. That includes retirement accounts, bank accounts, life insurance, and even real estate in some states. If your beneficiary designations are out […]
Unfiltered and Up at 3:30AM – A Note to Fellow Business Owners
Desplácese hacia abajo para leer esto en español. Unfiltered and Up at 3:30 AM Before we dive into this topic, let me share a few very real photos of me—taken in the middle of the night, unfiltered, exhausted, and in ‘business mode.’ They’re not glamorous. But they are honest. Because the truth is, I love helping business owners… and it’s […]
Because Love — Not Blood — Builds Legacy
Blood may make you related, but LOVE makes you family ❤️ This month is National Foster Care Month, and of course, Mother’s Day. Because of this, I’ve been reflecting on the journey that led me to both motherhood and the work I do today. Many of you may not know that my husband and I adopted our beautiful […]
Our Mother’s Day Photos, $200 Off, and a Celebrity Estate Planning Webinar!
Because a Mother’s Love Plans for Everything From the moment they’re born, we’re planning — meals, playdates, bedtimes (even if they don’t always follow them), dentist appointments, birthday parties, and yes, sometimes — even their college applications. And for some of us, we get to do it all again for our grandkids — with just […]
Navigating California’s New Probate Laws: What Southern California Residents Need to Know
As of April 1, 2025, California’s probate landscape is changing in a big way—especially for families dealing with estates that include a home valued under $750,000. These new laws aim to simplify the process of transferring property after death, helping more Californians avoid lengthy and costly probate procedures. What’s Changed Historically, estates in California valued […]
