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Planning Ahead: Protecting a Loved One with Special Needs

Families who have a child or relative with special needs often worry about what will happen when they are no longer around to provide care and support. That concern is very real, and the best way to address it is through careful planning. Without a plan, even the most well-intentioned inheritance can cause serious problems for a loved one.

September 1st, 2025|Uncategorized|

How to Talk About Estate Planning with Adult Children (Without Awkwardness)

For many families, the hardest part of estate planning is not the legal documents. It is the conversations that go with them. Parents often hesitate to bring up the subject with their adult children because it feels uncomfortable. From my experience, I can tell you the families who talk openly are the ones who avoid the most heartache later. The first step is to start with the reason you are planning. Your children do not need to hear every detail of your estate plan, but [...]

August 24th, 2025|Uncategorized|

The Importance of Discussing Your Funeral Wishes Now

Talking about death is not easy. However, discussing your funeral wishes in advance is one of the most considerate things you can do for your family. In Palm Springs, I often see families facing additional stress because these decisions were never addressed beforehand. Many people assume their loved ones will know what they want. The reality is that even close family members can disagree or be uncertain during difficult times. Being clear about your preferences, such as burial or cremation, the type of ceremony you [...]

August 8th, 2025|Uncategorized|

Planning for Your Pets: How to Protect Your Companion Animals Through a Pet Trust

For many people in Palm Springs, pets are family. But when it comes to estate planning, they’re often overlooked. A will alone may not be enough to ensure your pet is cared for if something happens to you. A pet trust is a legally enforceable tool that allows you to name a caregiver, set aside funds, and leave specific instructions for your pet’s care. Unlike a will, a pet trust becomes effective if you become incapacitated or pass away, offering immediate protection and continuity. This [...]

August 1st, 2025|Uncategorized|
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