As an estate planning attorney, I get that question all the time. And it’s a great question. You definitely want to make sure you hold title to your home correctly. Why? If titled incorrectly: The home owner cannot control what happens to the property after s/he dies. The home owner’s heirs can lose the property […]
https://www.calilaw.com/wp-content/uploads/2014/03/Trust-Planning-91024.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-12-12 18:09:482014-12-12 18:09:48"How should I take title to my home?"
They say diamonds are forever. We, of course, are not. But through science – I’m not making this up – there is now a way to immortalize ourselves or our loved ones by turning cremated ashes into diamonds. Always on the lookout for ways to help my clients preserve and pass on their legacies, I […]
This Thanksgiving holiday, as multi generations of my family gather together, I can’t help but reflect on the lifetime of love and support my parents have provided to me and my children. I’m also very aware of their own special issues. Did you know, a person who turns 65 today has a 70% chance of […]
https://www.calilaw.com/wp-content/uploads/2014/07/dementia-910241.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-12-01 19:24:402014-12-01 19:24:40How to Reduce the Cost of Long-Term Care Insurance
Take a moment and consider how much of your life you live online. If you are like me, you bank, pay bills, make purchases, connect with friends, and conduct business online (in fact, I even met my wife online)! Now think about all the digital assets you have accumulated – account information, passwords, emails, photos, […]
https://www.calilaw.com/wp-content/uploads/2014/03/Digital-Security-91024.jpg7180CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-11-17 21:16:212014-11-17 21:16:21The Final Log-Off: What Happens to Our Data When We Die?
Lots of people bring me their existing estate plans to review for them. Sometimes I get to deliver the good news that their documents were drafted correctly, their assets are protected properly, and their plans are up to date with the current laws and their present family situation. Unfortunately, more often than not, I have […]
https://www.calilaw.com/wp-content/uploads/2013/11/img3.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2014-11-12 18:47:242014-11-12 18:47:245 Reasons Why You Need to Review Your Estate Plan
The longer I am a part of this community, the more I appreciate all it has to offer. Last weekend was my first Halloween in Sierra Madre. My kids are 6 and 4; perfect trick-or-treating age. And let me tell you, they had a blast! I love how Sierra Madre does Halloween. It was an […]
“How should I take title to my home?”
Asset Protection, Estate Planning Blog, Real EstateAs an estate planning attorney, I get that question all the time. And it’s a great question. You definitely want to make sure you hold title to your home correctly. Why? If titled incorrectly: The home owner cannot control what happens to the property after s/he dies. The home owner’s heirs can lose the property […]
Ashes to Ashes, Dust to…Diamonds?
Estate Planning Blog, Legacy PlanningThey say diamonds are forever. We, of course, are not. But through science – I’m not making this up – there is now a way to immortalize ourselves or our loved ones by turning cremated ashes into diamonds. Always on the lookout for ways to help my clients preserve and pass on their legacies, I […]
How to Reduce the Cost of Long-Term Care Insurance
Estate Planning Blog, Insurance, Long-term CareThis Thanksgiving holiday, as multi generations of my family gather together, I can’t help but reflect on the lifetime of love and support my parents have provided to me and my children. I’m also very aware of their own special issues. Did you know, a person who turns 65 today has a 70% chance of […]
The Final Log-Off: What Happens to Our Data When We Die?
Digital Estate Planning, Estate Planning BlogTake a moment and consider how much of your life you live online. If you are like me, you bank, pay bills, make purchases, connect with friends, and conduct business online (in fact, I even met my wife online)! Now think about all the digital assets you have accumulated – account information, passwords, emails, photos, […]
5 Reasons Why You Need to Review Your Estate Plan
Estate Planning, Estate Planning BlogLots of people bring me their existing estate plans to review for them. Sometimes I get to deliver the good news that their documents were drafted correctly, their assets are protected properly, and their plans are up to date with the current laws and their present family situation. Unfortunately, more often than not, I have […]
Halloween Candy Linked to Blown Inheritance … Somewhat
Asset Protection, Estate Planning, Estate Planning Blog, InheritanceThe longer I am a part of this community, the more I appreciate all it has to offer. Last weekend was my first Halloween in Sierra Madre. My kids are 6 and 4; perfect trick-or-treating age. And let me tell you, they had a blast! I love how Sierra Madre does Halloween. It was an […]