Estate Planning Blog | Palm Springs Estate Planning Insights

Why Young Families Need an Estate Plan Too

When most people hear the term “estate planning,” they imagine it as something to handle later in life. I often hear, “We’re still young. We don’t have much. Why would we need an estate plan?” The reality is that estate planning is not just about dividing wealth or preparing for retirement. For young families, it is about protection, clarity, and ensuring that loved ones are cared for no matter what happens. After many years of practice, I can assure you that having a plan in [...]

September 16th, 2025|Uncategorized|

Updating Your Living Trust and Estate Planning Documents in California

Estate planning is not something you do once and forget about. In California, where laws and personal circumstances can change quickly, keeping your living trust and estate planning documents up to date is essential to protect your loved ones and your assets. Life Changes Require Updates Major life events—such as marriage, divorce, the birth of a child or grandchild, or the death of a loved one—can make your existing plan outdated. If your documents do not reflect your current wishes, the California’s probate [...]

September 9th, 2025|Estate Planning|

Why Every Californian Should Have a Last Will

Many people assume a last will is only necessary later in life or for those with significant wealth. In reality, every adult in California should have a will—it’s a simple but powerful way to protect your loved ones and ensure your wishes are followed. Without a will, California law determines how your estate is divided. This means the court—not you—decides who inherits your assets, who cares for your minor children or pets, and how your estate is handled. Friends, stepchildren, and charitable causes you care [...]

September 8th, 2025|Estate Planning|

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. The most common mistake I see is leaving assets directly to a person with special needs. This can cause them to lose vital public benefits such [...]

September 1st, 2025|Estate Planning|

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|Estate Planning|

Protecting Your Partner: Estate Planning for Non-Married Couples

In recent months, I have spoken with many non-married couples who are beginning to think seriously about estate planning. Some are in long-term partnerships, others have recently moved in together, and a few have been together for decades but have chosen not to marry. Regardless of the length of the relationship, the same truth applies: without proper planning, the law will not automatically protect your partner.Unlike married couples, non-married partners do not have the same default rights when it comes to inheritance, medical decision [...]

August 18th, 2025|Estate Planning|

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|Estate Planning|

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|Estate Planning|

What’s in an Estate Plan and Why Each Document Matters

As an estate planning attorney in Palm Springs, I regularly speak with individuals and families who assume estate planning begins and ends with a will. In reality, a complete estate plan includes a handful of carefully selected documents, each with a distinct role. Together, they protect your assets, your wishes, and your loved ones both during your lifetime and after your passing. Here is a look at the core documents included in a well-rounded California estate plan and why each is essential. Living Trust A [...]

July 16th, 2025|Estate Planning|

The Quiet Cost of Doing Nothing: Why Estate Planning Can’t Wait

Most people don’t put off estate planning because they don’t care. They put it off because life is busy, the process feels overwhelming, or they think they don’t own "enough" to make it worth doing.But here’s the reality: the cost of doing nothing almost always outweighs the effort of planning ahead.In California, even modest estates can get caught in probate. A home, a savings account, a small investment portfolio... These aren’t just numbers on a page. They’re the result of hard work and a [...]

July 8th, 2025|Estate Planning|