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Estate Planning

Monday, September 30, 2024

Caregiver’s Legal Checklist: Essential Documents Every Caregiver Should Have on Hand


Do you have all the information you need to handle the role of caregiver effectively? Talking with a loved one about their wishes is important, but without the proper documentation, you may not have a legal leg to stand on if they should become incapacitated. This caregiver’s legal checklist will help. 

Building a Caregiver’s Checklist

Some essential documents are legally binding while others, like burial plans, might be more flexible. Include the following items in your caregiver’s checklist and you’ll be prepared to handle almost every contingency. 

A Current Will, Trust, or Estate Plan

Wills, trusts, and estate plans are separate documents that work together.
Read more . . .


Monday, September 30, 2024

Legal and Healthcare Considerations for Solo Aging in Palm Springs


Solo aging is nothing new. According to the U.S. Census, the number of people Read more . . .


Thursday, August 29, 2024

Strategies to Protect Estate Assets From Long-Term Care Costs


You shouldn’t have to worry about safeguarding estate assets when you or a loved one needs long-term care — and with advanced planning, you don’t have to. Taking steps now can protect the funds you’ve worked hard for later, as well as help you pay for long-term care if it’s needed. 

With the help of a skilled estate planning attorney, you can develop strategies for asset protection with consideration for all future possibilities

5 Tips for Effective Asset Protection

The cost of long-term care is high.
Read more . . .


Thursday, August 29, 2024

The Dangers of Having No Will or Trust in Place and Losing Capacity Before Death


Unfortunately, many people end up dying or becoming incapacitated without legal wills to guide their families through a difficult time. Besides the emotional difficulty of estate planning, having a lack of resources to allocate is also a factor that stops many people from creating a will.

However, estate planning isn’t only for wealthy people.
Read more . . .


Tuesday, July 16, 2024

Protecting Assets in a Second Marriage


For individuals embarking on second or subsequent marriages, the prospect of protecting their estate and assets can be daunting. However, a re-married couple can find peace of mind by prioritizing asset protection. Keeping assets as separate property can safeguard them, ensuring that their children will inherit their assets in the event of divorce or death. 


Attorney Christopher Heritage has extensive experience helping individuals in second marriages protect their hard-earned assets and ensure they are distributed to their intended beneficiaries. He takes time to get to know his clients and understand their needs and goals while helping them make informed, strategic decisions related to estate planning and asset protection.


Read more . . .


Tuesday, July 2, 2024

The Top 3 Threats to Your Assets in California


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 estate planning. It is equally important to recognize the potential threats to your assets and understand what the proper precautions to protect them look like.

Understand the 3 Biggest Threats to Your Assets

The old saying, “the best defense is a good offense,” is a good attitude to have when it comes to protecting your investments.


Read more . . .


Monday, July 1, 2024

Is Asset Protection Right for You? 5 Questions to Ask Yourself


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 option. 

What is asset protection?

Creating an asset protection plan is like putting up barriers around your wealth that keep both personal and business assets safe from seizure, creditors, litigation, and unfair taxation. 

Asset protection is completely legal in California and is even considered a crucial component of estate planning, especially for individuals with significant wealth. Others who should consider asset protection include the following:

  • Homeowners who are upside down on their mortgage

  • Anyone with large or recurring amounts of credit card debt

  • Anyone in a high-liability profession, such as a doctor or lawyer

If you are an investor, a doctor, or an entrepreneur, you may already be concerned about the complexities of estate planning.
Read more . . .


Thursday, June 13, 2024

The Increasing Risk of Lawsuits: Why You Need Asset Protection Now


The U.S. is a litigious country, with over


Read more . . .


Thursday, June 13, 2024

Understanding Competency in California Estate Planning


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 will in a manner that benefits one party over another. 

Therefore, if a potential inheritor feels as though the will’s creator wasn’t in sound mind (or within their legal rights) when they made the will, they can challenge the document on the grounds of incompetence.

Challenging for Competency

In California,


Read more . . .


Wednesday, May 15, 2024

Stepchildren in the Golden State: Navigating Inheritance Rights in California Blended Families


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 their biological children.


Read more . . .


Tuesday, May 14, 2024

How to Prevent Inheritance Disputes in Blended Families


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 in order, you could leave your loved ones in a terrible place. 

Not only will they have to go through a stressful probate process and potentially fight a range of claims against your estate, but they might end up turning against each other. That can be particularly heartbreaking in


Read more . . .


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