LGBTQ Estate Planning

Estate Planning for LGBTQ+ Couples: Why Legal Protections Matter

Same-sex couples currently have nationwide recognition for their marriages—and with it, access to many of the same rights and protections long afforded to heterosexual spouses. Not all same-sex couples decide to get married. If you’re in a same-sex relationship, and especially if you’re part of a blended or nontraditional family, estate planning remains every bit as critical today as it was before marriage equality became the law of the land and may be even more so as we are living in uncertain times. Here in [...]

May 16th, 2025|Estate Planning, LGBTQ Estate Planning|
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Protecting Your LGBTQ+ Partner Through Strategic Estate Planning

As an estate planning attorney specializing in LGBTQ+ family legal needs, I've seen firsthand the critical importance of comprehensive estate planning for same-sex couples and non-married partners. Many couples mistakenly believe that legal marriage or long-term commitment automatically protects their interests in California. The reality is far more complex.Each state provides a default estate plan that may not reflect your unique relationship and your wishes. Without a carefully crafted estate plan, your partner could face significant legal challenges:-Medical Decision-Making Barriers – Without specific legal documentation, [...]

February 10th, 2025|Estate Planning, LGBTQ Estate Planning|
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Protect your Home with a California Living Trust

Creating a Living Trust is one of the most effective ways to ensure your assets are managed according to your wishes and ensure you avoid probate after you pass. If you own a home in California, transferring it into a Living Trust is a smart step to protect your property and streamline the distribution process for your heirs.What Is a Living Trust?A Living Trust is a legal document that places your assets, including real estate, under the control of a trust while you are alive [...]

January 13th, 2025|Estate Planning, LGBTQ Estate Planning|
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Plan Ahead

Many people are asking the question: “what will happen next?”. No matter what side of recent events in our County you landed on, you likely have very strong feelings about the outcome. Many people are happy with the outcome. Many people are not. Either way, it is important for everyone to take action and do one thing: Plan ahead.While we do not know exactly what is going to happen next, we can be pretty sure that laws will change. People will be impacted. Your bottom [...]

November 13th, 2024|Estate Planning, LGBTQ Estate Planning|
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Estate Planning in Palm Springs: Why Your Zip Code Matters

As a Palm Springs resident, you're part of a unique community with specific estate planning needs. From our vibrant LGBTQ+ population to our thriving retiree community, your Palm Springs zip code plays a crucial role in shaping your estate plan. Let's explore why location matters when it comes to protecting your legacy in our desert oasis.1. Protecting LGBTQ+ Partners and FamiliesPalm Springs is renowned for its welcoming LGBTQ+ community. If you're part of this community, it's essential to ensure your estate plan fully protects [...]

October 23rd, 2024|Estate Planning, LGBTQ Estate Planning|
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Estate Planning for Same Sex Couples

Are you in a same-sex relationship? Are you married or domestic partners? Have you and your same-sex partner talked to an estate planning attorney, or even given estate planning a second thought? If not, you need to consider doing so sooner rather than later, not only to protect your partner, but to protect yourself as well.Each state provides a default estate plan if you fail to plan your estate. This default estate plan comes in a one-size-fits-all rule for what happens to your property [...]

August 16th, 2024|Estate Planning, LGBTQ Estate Planning|
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