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Category: Blog Post

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Other Reasons for Estate Planning Aside from Distribution of Assets

Posted on January 6, 2021
You’ve probably heard of the importance of estate planning, but you still may not know its real purpose. It is certainly true that estate planning is used to ensure that your loved ones receive your assets and are cared for after you pass away. When you die intestate (without...
Other Reasons for Estate Planning Aside from Distribution of Assets Continue reading…

Naming Your Trust: Tips to Keep in Mind

Posted on November 25, 2020
While we know that the decision of what to name a child is extremely important, most people are unaware of the importance of naming your trust. Unlike other legal entities, such as corporations and LLCs, there are no laws when it comes to naming your trust. This is because your trust is...
Naming Your Trust: Tips to Keep in Mind Continue reading…

What to Know About California’s Intestate Succession Laws

Posted on November 11, 2020
For those who own a home in the U.S., it’s a good idea to establish an estate plan in order to be sure that your home goes to whom you desire when you die. Placing your home in a trust can be a good option, since it will also help your loved ones...
What to Know About California’s Intestate Succession Laws Continue reading…

CalABLE Accounts Help Those with Special Needs

Posted on September 23, 2020
When someone is living with a disability that makes them unable to sustain gainful employment, Social Security Income (SSI), Medicaid (known as MediCal in California), and other government benefits can often help to put a roof over their head and food on their table. But in order to qualify for these benefits,...
CalABLE Accounts Help Those with Special Needs Continue reading…

Has COVID-19 Impacted Your Estate Value?

Posted on September 9, 2020
You’d be hard-pressed to find someone who hasn’t been at least slightly impacted by the coronavirus pandemic. For many Americans, it has greatly injured their livelihoods and financial health. As we move forward in light of COVID-19, it’s important to determine whether any of your estate planning documents must be revised based...
Has COVID-19 Impacted Your Estate Value? Continue reading…

Do Basic Wills Work for Blended Families?

Posted on August 19, 2020
It’s no secret that having a comprehensive estate plan is in the best interest of you and your family. Wills in particular are strongly encouraged by legal professionals. But for blended families, are standard Wills still in their best interest? This is an important question for about 25 percent of...
Do Basic Wills Work for Blended Families? Continue reading…

What Should Heirs Know About Paying off the Debts of Loved Ones?

Posted on August 5, 2020
As our economy continues to suffer as a result of the coronavirus pandemic, millions of Americans are experiencing severe loss of income as well as mounting debt. For Baby Boomers and older Americans who have planned and saved for retirement, this was far from expected. Instead of leaving their children with large...
What Should Heirs Know About Paying off the Debts of Loved Ones? Continue reading…

Designated Beneficiaries or Your Will: What Takes Priority?

Posted on July 22, 2020
As you make a living, you likely contribute a percentage of your income each paycheck to your retirement fund. If you work for yourself, you (hopefully) put away an amount of money for the same each month. As a result, your retirement ends up being one of your largest assets.
Designated Beneficiaries or Your Will: What Takes Priority? Continue reading…

Probate and Long-term California Cohabitants

Posted on July 8, 2020
While marriage used to be standard for cohabitation, such is no longer the case. Many people choose to cohabitate with each other without being married. However, despite the absence of a marriage certificate, long-term partners or companions are often as dedicated and connected as those who are married. The main difference though...
Probate and Long-term California Cohabitants Continue reading…

Planning for the Future of Your Business

Posted on June 24, 2020
As the COVID-19 pandemic continues to wage war on the American economy, small businesses are feeling the effects. Many business owners are left wondering about the future of their companies. But with so much else going on, they often fail to proactively plan for the future. Now is a great time to...
Planning for the Future of Your Business Continue reading…
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Return home Heritage Legal®
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
Return home Heritage Legal®
(760) 325-2020
View our profile on Facebook, opens in a new windowView our firm profile on LinkedIn, opens in a new windowView our profile on Instagram, opens in a new window
  • Practice Areas
    • Estate Planning
    • Living Trusts
    • Probate
    • Living Wills
    • Trusts for Minors
    • Durable Power of Attorney
    • Intestate Succession Laws
    • Spendthrift Trusts
    • Naming a Guardian for Your Child
    • Family Law
    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
  • Articles
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  • LGBTQ
    • Overview
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  • Testimonials
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  • Practice Areas
    • Estate Planning
    • Living Trusts
    • Probate
    • Living Wills
    • Trusts for Minors
    • Durable Power of Attorney
    • Intestate Succession Laws
    • Spendthrift Trusts
    • Naming a Guardian for Your Child
    • Family Law
    • Challenges with Assigning Beneficiaries
    • Trusts and IRA Stretch Accounts (to Minimize Tax Liability)
  • Articles
    • Estate Planning Articles
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  • LGBTQ
    • Overview
    • Resources
  • Testimonials
  • Upload
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    • Indio
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  • FAQs
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