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Latest Blogs
The Overlooked Risk in Every Estate Plan: Disability
Disability is often treated as a remote possibility, something that happens to other people. Yet one of the most persistent blind spots in planning conversations is disability risk. Disability is
Estate Planning When a Family Member Has a Disability
Many famous figures have argued that how a society treats its most vulnerable members is a measure of its humanity and moral character. As Mahatma Gandhi famously observed, a society
Stress Test Your Estate Plan
You do not need to spend countless hours worrying about your estate plan. Just ask yourself nine simple questions to stress test your plan and determine whether it is time for an update.
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Military service brings unique benefits, responsibilities, and considerations that require thoughtful coordination to ensure that you and your loved ones are fully protected.
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup
Life is always changing, and your estate plan should change with it. Instead of thinking of it as a one-time chore, understand that it is an ongoing process that must keep pace with your life to ensure that your loved ones and your wishes continue to be protected.
International Inheritance Laws: What US Residents Need to Know
Different countries have different rules about who inherits, how much they inherit, and the taxes and formalities involved. Extra planning steps are often required both at home and abroad to harmonize your plan across borders and avoid any unexpected inheritance or tax issues.
Homestead Exemptions and Estate Planning
Almost every state has some form of homestead exemption law primarily focused on reducing property taxes and protecting home equity from creditors. While the best-known homestead law is rooted in the nineteenth century’s westward expansion, the underlying principle—a secure home for families—has evolved into a variety of state-level property protections.
Protect Your Estate from Cyberthreats
Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember
Secure Your Digital Wallet: Cryptocurrency and Your Estate Plan
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705