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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 [...]

February 10th, 2025|Uncategorized|

Protecting Your Palm Springs Vacation Home: Why You Need a Trust

If you own a vacation home in Palm Springs, you know it's more than just a property—it's where you and your family are able to come together, make memories, and escape from everyday life. But without proper planning, this special place could become a headache for your loved ones down the road. Let me explain why putting your vacation home in a trust makes good sense. 1. Keep Things Simple By Avoiding Probate When a property isn't in a trust, it has to go through [...]

February 3rd, 2025|Uncategorized|

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 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 [...]

October 23rd, 2024|Uncategorized|

Jane’s Estate Plan

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 [...]

October 16th, 2024|Uncategorized|
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