Category: Estate Planning

Life in the Golden State offers many joys and opportunities. The chance to build assets that support your retirement goals and help provide for your children and grandchildren is perhaps one of the greatest of those opportunities. However, building up your assets is only one step toward the larger goal of

Asset protection is typically sought out by high-net-worth individuals concerned about creditors or lawsuits dismantling the assets they’ve worked so hard to build. Not everyone needs the added layer of security that asset protection provides, but if you have been considering a wealth defense strategy, putting protections in place may be the right...

The U.S. is a litigious country, with over 100 million cases of all kinds filed in state courts each year. Nevertheless, regardless of how the parties in a specific lawsuit resolve their issues, going through any sort of legal proceeding presents a serious threat to the assets and resources of both parties.

When someone writes their will, it is assumed that the document they create is representative of their final wishes. However, there are ways to challenge its accuracy.The person who creates a document must be mentally and legally capable of making decisions for themselves and must not be under coercion to draft their...

Blended families are the new normal, thanks to changing societal norms concerning divorce and remarriage. Though once a rarity, the “yours, mine, and ours” scenario is now commonplace.While navigating new family dynamics is never easy, it’s not unusual for adults to come to love their stepchildren just as much as...

Life is fleeting, and none of us know what can happen tomorrow, but having discussions about passing away can be overwhelming and too tough to handle. Many people find them morbid, unable to handle the thought of losing their cherished family members and friends. However, if you pass away without putting your affairs...

Outstanding debt can put a serious damper on your peace of mind, especially with regard to protecting your home. Fortunately, there are certain steps you can take to ensure your home is protected from creditors, both now and once ownership of the property passes on to your heirs.  If...

Managing finances can be a complicated matter for anyone. When you have a loved one who’s irresponsible with money, it can be even more challenging. Fortunately, estate planning allows you to consider potential spending issues and create a plan that...

If you've ever spent time in a hospital, you may have heard someone mention an “advance directive.” An advance directive is a legal document that outlines a person's wishes for emergency or end-of-life medical care. Medical directives should be made in advance of a medical emergency that makes an incapacitated person unable...

Palm Springs is a wonderful place for active adults to live and work. Along with neighboring Coachella Valley cities, Palm Springs is among the most appealing Southern California communities for those who want an active retirement lifestyle. 
The weather is nearly perfect, the food scene is excellent, and the laid-back desert community...