A widower came into my office to create his estate plan. We had a great... [Read more...]
The “I Added My Kid to My Deed” Mistake (and Other Common Estate Planning Pitfalls)
“I’ve already taken care of that.” I hear some version of that all the time.... [Read more...]
“We Took Care of That Years Ago…”: 7 Reasons to Review Your Estate Plan
A few months ago, I was speaking with people at a local senior health fair... [Read more...]
The “My Kid Turned 18” Problem (and Why That Should Freak You Out a Little)
There is a moment that catches a lot of parents completely off guard. One day,... [Read more...]
The 3 Estate Planning Documents Everyone Thinks They Have… But Don’t
Tom and Lisa sat across from me, relaxed. “We’re good,” Tom said. “We did our... [Read more...]
Trusts Are Not Just for Rich People
A couple from Redondo Beach recently sat down with us and said something we hear... [Read more...]
Estate Planning Isn’t About Death. It’s About Life Going Sideways.
Most people think estate planning is something you do when you’re older, or richer, or... [Read more...]
What Happens to Your Digital Life After You’re Gone?
A Holiday Reminder to Protect Your Online Assets (Featuring a Visit From Your “Digital Ghosts”)... [Read more...]
What I Learned From Royana: Why an Advance Health Care Directive Matters
Five years ago, I lost my best friend, Royana Black. She was just 47 years... [Read more...]
A Hole in Hackman’s Plan
Eugene Allen Hackman enjoyed a prolific acting career that spanned several decades. In a bizarre... [Read more...]
Proper Estate Planning Brings Peace of Mind During a Disaster
Estate planning isn’t just about securing your legacy—it’s about protecting your assets and loved ones... [Read more...]
National Healthcare Decisions Day: Why Having a Healthcare Directive is Crucial
April 16th is National Healthcare Decisions Day (NHDD), and is a reminder of the importance... [Read more...]
