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Latest Blogs
Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance
Adopting a stewardship mindset, as in stewarding family wealth, shifts conversations about estate planning and inheritance from consumption to long-term preservation, from entitlement to responsibility, and from instant gratification to legacy. In estate planning, raising stewards rather than mere beneficiaries can reshape how families approach intergenerational wealth.
Saving for School: Planning for Your Family’s Education
If postsecondary education is in your family’s future, the following tools can be excellent additions to your estate plan to help provide for education needs.
The “Death Box”: One Step That Can Make a Difficult Time Easier for Your Loved Ones
Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box, also called a death binder, next-of-kin box, or legacy folder. It serves as a centralized place to organize important information and documents in a productive, practical way, ensuring that all necessary paperwork is kept in a single location and that those who need it know where to find it.
The Family Meeting: Not Just for Billionaires
In estate planning, future problems are exactly what family meetings are intended to avoid. The longer such discussions are delayed, the greater the likelihood that they never take place and that unresolved family issues will rear their ugly heads when money changes hands.
Important Things Your Agent Under a Medical Power of Attorney Needs to Know
A medical power of attorney is a crucial component of your estate plan that allows you to designate a trusted individual (your agent) to make healthcare choices on your behalf if necessary. It is essential to provide this person with clear, documented guidance regarding your medical preferences so that they can confidently carry out your wishes.
Your Legacy in Living Color
There are many ways to add color to your estate plan—ways that help paint a true-to-life picture of who you are within the standard planning canvas.
Celebrate Your Life Your Way: How to Make Funerals and Memorials Meaningful
For many families, traditional services offer comfort and continuity; for others, a conventional funeral may feel disconnected from the life being honored. In addition to options such as cremation, more Americans are exploring memorial alternatives that include celebrations of life and even living funerals. Whatever your preferences, you may wish to plan for your memorial services well ahead of time.
The Hidden Gender Gap in Estate Planning—and How to Close It
The overall rate of estate planning in the United States is low, with less than one-quarter of Americans having a basic will. Within those already low numbers, men are more likely than women to have formal estate plans. This disparity is due not simply to differences in income or asset levels but also to timing, priorities, and the roles men and women tend to occupy over the course of their lives. Closing the estate planning gap may be addressed at an individual level through education, conversations, and professional guidance.
Ancillary Probate: When It Is Used, Where It Occurs, and How to Avoid It
Many people own property in more than one state, such as an ocean-side vacation home or a rental property in a former home state. It is important to think about how that property will be handled after you pass away. Through proper estate planning, you can help minimize the burdensome court proceedings your loved ones may otherwise face after your death.
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705