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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 [...]

As an estate planning attorney, I've found that the New Year offers the perfect opportunity to help my clients secure their family's future. Many of my clients use this time to reflect on their goals and ensure their estate plans align with their current circumstances.

Creating an estate plan is crucial for everyone, but LGBTQ+ individuals and families often face unique considerations that require special attention. Let me share a story about former clients of mine we will call Alexis and Sarah that illustrates why thoughtful estate planning is so essential for our LGBTQ+ community members in California.

Estate planning stands as the foundation for creating lasting family wealth. While many successful individuals in the Palm Springs area focus on building their wealth through business ownership or professional success, protecting and passing on that wealth requires careful planning and legal protection.

I recently had a client we will call Emily Doe. Emily is a 29-year-old content creator and digital entrepreneur who came to me with a unique set of concerns that are becoming increasingly common among young professionals in the Coachella Valley and beyond. Emily has built a successful career that looks nothing like the traditional career paths of previous generations. She owns multiple revenue-generating social media accounts, has invested in cryptocurrency, maintains a thriving online business, and has created digital art collections. When she first [...]

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 [...]

I recently had a client we will call John Smith. John is a widower who has three adult children and set up his living trust to provide for and protect his family. One of John’s children, we will call Meagan, is a successful businesswoman and has provided John with two wonderful grandchildren. The other two children are problem children. One of his children, who we will call Richard, is a homeless drug addict. The other child, who we will call Darlene, is married to a [...]

Proper estate planning is an important matter—but in the event of your death, not having an estate plan for your assets can make things difficult and costly for your loved ones. Without a properly drafted estate plan conveying your wishes, everything you have worked hard to achieve and protect will be controlled and distributed according to the State of California! Don’t let that happen! A Revocable Living Trust directs how your assets will be distributed and enables your successor trustee to carry out your instructions [...]

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 Families Palm Springs is renowned for its welcoming LGBTQ+ community. If you're part of this community, it's essential to ensure your estate plan fully [...]

I recently had a client we will call Jane Doe. Jane came to me concerned about creating her estate plan to protect the important people in her life. Jane has a daughter, Mary, and a son, Michael. Jane's first husband (Mary & Michael's father) died 20 years ago. Jane is now living with a male companion, Joseph; they are not married. Jane and Joseph have been living together for about 5 years and are enjoying their retirement together in Southern California. Jane's daughter Mary lives [...]