Estate planning can feel overwhelming for many. Wills, trusts, living trusts, and the list goes on. It’s no surprise that families are often left confused on whether their needs will be best served with a will or a trust. In this post, we will discuss both. Wills: A will is a legal document  that dictates how you would like your affairs handled after your death. One benefit of a Will is that it allows you, the testator of the will, to dictate the distribution of your property

If we have learned anything from the COVID19 Pandemic, it is that anyone can fall ill on short notice. To avoid finding yourself in a situation where you are ill or otherwise incapacitated with no Estate Plan, reach out to an Estate Planning Attorney to help you draft an Estate Plan. Everyone over 18 years old requires an Estate Plan that includes a Power of Attorney for Finances and an Advanced Healthcare Directive (aka Medical Power of Attorney). If you are single and have

You should consult with an Estate Planning Attorney regarding obtaining a Power of Attorney, Advanced Healthcare Directive, Will and or Revocable Trust. You should consult with a Financial Planner regarding setting realistic savings goals, any big financial decisions such as a home purchase, funding your retirement and self-insuring in the event of an emergency. You should consult with an Insurance Professional regarding obtaining a Term Life* Insurance policy to help provide

We hope you and your families are safe and well! We are writing to share some homeschooling and COVID19 resources that might help you better navigate this difficult time.  Many students are not receiving the services they are entitled to and the Districts are overwhelmed and ill equipped to address the unprecedented closures over the last few weeks.   Although the communication you send to your school District might not receive the attention it deserves, it is still import

April is national Autism Awareness Month! If you have a child with Autism and would like to learn more about Special Education Autism Programs, Conservatorships or join a group of concerned Parents for support, please don't hesitate to contact us. We have contacts throughout Southern California and can connect you to helpful resources and services. We are here to help! #autism #autismawarenessmonth #probate #specialeducation #specialeducationlaw #conservatorships #limitedc

If you have questions about how to manage your own estate or the estate of a loved one, we are here for you! Contact us today. #estateattorney #probate #attorney #conservatorship #trust

If you have a loved one who is a regional center client or appears to be developmentally disabled-----consider petitioning the Court for a limited conservatorship to help them make decisions. Specifically, this conservatorship enables you to help them make decisions regarding where they live, their ability to contract, educational decisions, medical decisions, right to marry and how to manage their personal and sexual relationships. If you need assistance, please contact us

Consider sitting down with an estate planning attorney to discuss whether or not a revocable or irrevocable trust may still be a viable option. If your loved one has clearly lost the capacity to contract and resents the idea of a conservatorship, try offering them a generous allowance under the conservatorship. An allowance may help them maintain some sense of independence. #conservatorship #family #probate #attorney #estateplan