Do Not Become a Statistic
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need to create an estate plan or update an […]
Use National Self-Care Month to Care for Your Future
September is National Self-Care Awareness Month. The purpose of this observance isto raise awareness about the importance of regular self-care. What constitutes self-carecan vary widely depending on who you are speaking to. Regardless of the exactdefinition, taking actions to prioritize self-care is essential to overall emotional andphysical well-being and should be prioritized. You likely have […]
Three Important Concerns Self-Employed Individuals Should Address
Being self-employed is no easy task. You are the owner, and in some cases, the only employee.While you may have more freedom than the average worker, a lot of responsibilities lie on yourshoulders. Working together, we can craft a comprehensive estate plan that will help youaddress three important concerns you may have. Protecting Your Financial […]
Act Now to Repeal Prop 19!
Prop 19 passed in 2020 and eliminated a parent’s ability to leave real property to their children with their Proposition 13 taxes and tax base. Nearly all real property will be reassessed at its current fair market value when inherited, which of course, significantly increases property taxes in most cases (to learn more about Prop 19: please […]
Advantages of guardianship
Guardianship is a legal process that allows one person or entity to assume responsibility for the person and property of another who is incapable of caring for themselves. Guardianship may be necessary in various situations, such as when a person is a minor, has a mental or physical disability, or is an older adult who […]
Three Types of Trusts to Plan for Minor Children and Grandchildren
There are certain reasons that establishing an estate plan can be of the utmost importance. Having minor children or grandchildren is one of those reasons. Most parents do not have time to keep up with their own tasks, let alone consider what would happen if they died while their children were still minors, but having […]
The importance of writing a will
A will is a legal document that allows a person, known as a testator, to express his will about his property and personal affairs after his death. It is an essential estate planning tool as it helps ensure that the testator’s assets are distributed according to the testator’s wishes. There are many reasons why it […]
BACK TO SCHOOL: TIME TO PROTECT YOUR CHILD’S FUTURE
Personal Guidance from beyond the Grave Life can get hectic for parents when the school year starts. Parents often juggle many different responsibilities, which increase with the number of children they have and activities the children participate in. Most parents feel like they need to be in five places at once! As a parent, you […]
TEACHERS: THE LESSON PLAN FOR YOUR ESTATE
As Attorney Alex Varela steps back into the world of education, we are taking this opportunity to thank teachers for their time and dedication to teaching the future generation. Teachers, you provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning […]
LOVE AND WHAT IS A TRUST PROTECTOR?
Valentine’s Day is just a few days away and I’m excited to go to dinner with my husband. We have been married for 14 years and together for 17 years this year. I included a photo from our wedding so you can see how young, rested, and thin we were before kids 🙂 In the last few weeks, many […]
