Resources

Estate Planning for Palm Springs Business Owners: Protecting Your Business Legacy

Are you a business owner in Palm Springs? Have you considered what happens to your business if something unexpected occurs? If not, you need to give estate planning serious thought, not only to protect your business, but to safeguard your employees, clients, and loved ones. Each state provides a default plan for business succession if you fail to plan. This one-size-fits-all approach can spell disaster for your business and those who depend on it. Without a comprehensive estate plan, your business could face significant challenges [...]

March 10th, 2025|Estate Planning, Resources|
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Common Estate Planning Scams and How to Avoid Them

Are you concerned about potential scams when planning your estate? Have you received unsolicited calls or mailings about estate planning services? Are you worried about choosing the right professional to help protect your assets and loved ones? If so, you need to understand the common estate planning scams that could put your future at risk. The Trust Mill Trap Many of my clients have encountered what we call "trust mills" - companies that aggressively market low-cost, standardized estate planning packages. These operations often pressure people [...]

February 24th, 2025|Estate Planning, Resources|
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The Biggest Estate Planning Myths (And What You Really Need)

Are you putting off estate planning because you think it's only for the wealthy or elderly? Have you been telling yourself that your family will figure everything out, or that a simple will is sufficient? If so, you need to understand some important facts about estate planning that could protect you and your loved ones from future complications. Estate Planning Is Not Just for the Wealthy Many people believe they don't need an estate plan because they aren't "rich enough." The reality is that estate [...]

February 19th, 2025|Estate Planning, Resources|
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Preparing Your Own Last Will

After the pandemic in 2020, the popularity of people preparing their own wills grew. As many of us realized after the pandemic, it is more important than ever to put legal affairs in order.  While I always recommend contacting a lawyer to prepare your estate planning documents, if you decide to prepare your own last will, here is some helpful information that would have saved my past clients a lot of grief. 

December 10th, 2023|Estate Administration, Estate Planning, Resources|
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Postnuptial Agreement

A postnuptial agreement is a written agreement executed after a couple gets married, or have entered a civil union, to settle the couple’s affairs and assets in the event of a separation or divorce.If you are already married, and you and your spouse would like to create a written contract that establishes each person’s property rights and financial responsibilities during and after the marriage, you may want to consider having a postnuptial agreement created.And if you are not married, but are registered domestic partners or [...]

January 29th, 2019|Resources|
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Protect Your Loved Ones with a Revocable Living Trust

Back in 2014 I met with Sam Jones (name changed to protect client’s confidentiality) at a local senior center where I volunteer once a month. Sam’s wife recently passed away and Sam was concerned about what would happen to his assets after he passed away. Sam has four children, Sally, Sandy, Scott, and Sam Jr. Sam’s biggest concern was that when he passed away the family home that he and his wife had worked so hard to pay off would have to go through probate. [...]

April 19th, 2017|Estate Administration, Estate Planning, Resources|
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