Do Not Become a Statistic

Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need to create an estate plan or update an […]

Use National Self-Care Month to Care for Your Future

September is National Self-Care Awareness Month. The purpose of this observance isto raise awareness about the importance of regular self-care. What constitutes self-carecan vary widely depending on who you are speaking to. Regardless of the exactdefinition, taking actions to prioritize self-care is essential to overall emotional andphysical well-being and should be prioritized. You likely have […]

Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee.While you may have more freedom than the average worker, a lot of responsibilities lie on yourshoulders. Working together, we can craft a comprehensive estate plan that will help youaddress three important concerns you may have. Protecting Your Financial […]

Three Types of Trusts to Plan for Minor Children and Grandchildren

There are certain reasons that establishing an estate plan can be of the utmost importance. Having minor children or grandchildren is one of those reasons. Most parents do not have time to keep up with their own tasks, let alone consider what would happen if they died while their children were still minors, but having […]

TEACHERS: THE LESSON PLAN FOR YOUR ESTATE

As Attorney Alex Varela steps back into the world of education, we are taking this opportunity to thank teachers for their time and dedication to teaching the future generation. Teachers, you provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning […]

LOVE AND WHAT IS A TRUST PROTECTOR?

Valentine’s Day is just a few days away and I’m excited to go to dinner with my husband. We have been married for 14 years and together for 17 years this year. I included a photo from our wedding so you can see how young, rested, and thin we were before kids 🙂 In the last few weeks, many […]

REPEAL PROP 19

Dear Clients, Colleagues, and Friends: If you would like to sign the petition to repeal Prop 19 and ensure parents can pass their properties to their children without triggering reassessment of property taxes (usually a huge tax increase)  – You can sign at my office today 4/13, 4/14, or 4/15 before noon. I apologize for the late notice as I […]

NEW MEDI-CAL RULES YOU NEED TO READ

California recently changed the asset limits (not the same as Medi-Cal income limits) to qualify for Medi-Cal – California’s Medicaid program. In the past, a single person who had more than $2,000 of property could not receive Medi-Cal; that asset limit has been raised to $130,000 for senior citizens, people with disabilities, and a few […]

IS YOUR ESTATE PLAN A TRICK OR TREAT FOR YOUR LOVED ONES?

Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I Care a Lot tells the story of a con artist named Marla Grayson who makes a living […]

THE FUTURE OF FINANCES: HOW TO TEACH YOUR KIDS TO BE MONEY SAVVY

Kids look to us to learn about life and they pick up far more from us about what we do then from what we say. Accordingly, we can best teach our children to be money savvy by modeling the habits we want them to take on for themselves and by involving them in the process. […]