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Previous Posts

How to Incorporate Charitable Giving into Your Estate Plan

Trusts for Minor Children: Protecting Your Family’s Future

Key Considerations When Planning for Your Business' Future

Planning for Aging Parents: The Estate Planning Checklist

Understanding Irrevocable vs. Revocable Trusts in Palm Springs, CA

Estate Planning to Protect Your Legacy | Heritage Legal

How Local Laws in Palm Springs Affect Your Healthcare and Financial Directives

Using a Trust to Shield Your Family From Financial Hardship After an Accident

Estate Planning for First Responders: Protecting Your Family and Future

How to Set Up a Trust That Protects Your Kids if the Unexpected Happens

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Archived Posts

How to Incorporate Charitable Giving into Your Estate Plan
Trusts for Minor Children: Protecting Your Family’s Future
Key Considerations When Planning for Your Business' Future
Planning for Aging Parents: The Estate Planning Checklist
Understanding Irrevocable vs. Revocable Trusts in Palm Springs, CA

Estate Planning to Protect Your Legacy | Heritage Legal
How Local Laws in Palm Springs Affect Your Healthcare and Financial Directives
Using a Trust to Shield Your Family From Financial Hardship After an Accident

Estate Planning for First Responders: Protecting Your Family and Future
How to Set Up a Trust That Protects Your Kids if the Unexpected Happens
Keeping Your Family Out of Probate Court With a Thoughtful Estate Plan
Why Power of Attorney Is Essential If You Work in a Dangerous Job

Why Power of Attorney Is Essential If You Work in a Dangerous Job

Estate Planning for High-Net-Worth Individuals in Palm Springs
How to Create a Special Needs Trust for Your Loved One in Palm Springs
The Rise of Digital Businesses and Their Estate Planning Challenges

How Estate Taxes Affect Small Business Owners
The Importance of Updating Beneficiary Designations in California Blended Families
What Is a Letter of Intent, and Why Is It Important in Special Needs Planning?
Protecting Your Estate from Litigation: Trust Strategies for Palm Springs Residents
Probate and Small Estates: Does Your Estate Qualify for Simplified Procedures?

What Is a Letter of Intent, and Why Is It Important in Special Needs Planning?
How to Ensure a Fair Distribution of Assets in a Blended Family

How Palm Springs Real Estate Ownership Affects Your Estate Plan
How Trusts Can Help Avoid Probate in California
Common Challenges and Disputes in California Probate and How to Resolve Them
How State Laws Impact Your Prenuptial Agreement: What You Need to Know

How Property is Divided in a Divorce Without Children
Can You Avoid Alimony in a Divorce Without Children?

Prenup vs. Postnup: What’s the Difference and Which Do You Need?
Fiduciary Services and Elder Law: Protecting Aging Loved Ones

Designating a Power of Attorney: What Solo Agers Need to Consider
Choosing the Right Executor When You’re a Solo Ager

Caregiver’s Legal Checklist: Essential Documents Every Caregiver Should Have on Hand
Legal and Healthcare Considerations for Solo Aging in Palm Springs

Strategies to Protect Estate Assets From Long-Term Care Costs
The Dangers of Having No Will or Trust in Place and Losing Capacity Before Death

Protecting Assets in a Second Marriage
The Top 3 Threats to Your Assets in California
Is Asset Protection Right for You? 5 Questions to Ask Yourself

The Increasing Risk of Lawsuits: Why You Need Asset Protection Now
Understanding Competency in California Estate Planning

Stepchildren in the Golden State: Navigating Inheritance Rights in California Blended Families
How to Prevent Inheritance Disputes in Blended Families
Protecting Your Home From Creditors in California
I Have a Family Member Who Is Irresponsible With Money; How Would an Estate Plan Help?

From Coachella to Retirement: Protecting Your Wishes With a Palm Springs Healthcare Proxy
Technology Meets Tradition: Digital Healthcare Proxies in the Palm Springs Landscape
Misconceptions & Myths: Demystifying Advance Medical Directives in California

Retirement Reimagined: Estate Planning for Active Adults in the Palm Springs Area
Options for Charitable Giving in Your Estate Plan

2024 Estate Planning Checklist
Clear Choices, Clear Care: Simplifying Advance Medical Directive for Desert Communities

Asset Protection Strategies to Keep In Mind When Estate Planning
Why the Holidays Are a Good Time to Approach the Subject of Estate Planning

Updating Your Estate Plan After Your Spouse’s Passing
Passing the Family Business Down to the Next Generation — Tips for Owners

The Benefits of Creating a Family Limited Partnership
Reasons to Put a Power of Attorney in Place
Drafting Your Will: Essential Elements and Considerations

Funding Your Living Trust: Transferring Assets for Proper Trust Administration
Intestate Succession and Blended Families: Navigating Complex Inheritance Issues
How to Choose the Right Guardian for Your Young Children

Estate Planning Post-Divorce
When Should You File to Pass the Means Test?

When Should I Start Creating a Business Succession Plan?
Life Events that Call for an Update on Your Estate Plan

Properly Planning Your Aging Parents’ Care

Why You Shouldn't Put Off Estate Planning Until Your Retirement
How Do Inheritance Taxes Differ from an Estate Tax?
Estate Planning Tips for Blended Families

How New Parents Can Benefit from Creating a Will
How to Know If a Trust Is a Good Option in Your Estate Plan
Ways a Business Succession Plan Can Help Your Small Business
What to Include in Your Living Will
Challenges of Serving as an Executor to an Estate
Estate Planning for a Relative with Special Needs
Estate Planning for Your Child Going to College

Changes You Should Make to Your Estate Plan After Divorce
How to Make Sure Your Child Inherits Your Home
Ways Creating a Trust Can Protect Your Business

Mistakes to Avoid When Writing Your Will
Estate Planning for Small Business Owners
What to Know About Charitable Trusts

Overcoming Common Fears About Passing Down Wealth
Estate Planning? Don’t Forget Your Digital Assets

Top 3 Reasons to Put Your House in a Trust
What to Know About Cash Availability Planning

Estate Planning for Single Californians
Three Big Things to Know About Your Debt When You Die

What to Consider When Leaving Your Business to Your Family
Ways to Fund a Trust

Can a Minor Be a Trust Beneficiary in California?
Remarried? Top Tips for Estate Planning Among Blended Families

What Is a Letter of Last Instruction?
Advance Health Care Directives and End-of-Life Decisions in CA

The 6 Biggest Mistakes People Make Regarding Supplemental Needs Trusts
5 Reasons You May Want to Hire an Attorney After a Loved One Dies

What Can You Do for a Loved One with Dementia Who Doesn’t Have a Will?
Should You Have a Business Succession Plan?

Revoking a Revocable Trust: What to Know
Other Reasons for Estate Planning Aside from Distribution of Assets

Naming Your Trust: Tips to Keep in Mind
What to Know About California’s Intestate Succession Laws

CalABLE Accounts Help Those with Special Needs
Has COVID-19 Impacted Your Estate Value?

Do Basic Wills Work for Blended Families?
What Should Heirs Know About Paying off the Debts of Loved Ones?

Designated Beneficiaries or Your Will: What Takes Priority?
Probate and Long-term California Cohabitants

Planning for the Future of Your Business
Should You Hire an Estate Planning Attorney?

Considerations for Special Needs Guardianship
Contests and Disputes: Protecting Your Estate from Family Feuds

What Happens When A Non-U.S. Citizen Dies in California?
What Happens to My Companion Animal After I Divorce?

Estate Planning for a Loved One with Dementia
California Probate Court and Mandatory E-Filing

Estate Planning Tools Every California Resident Should Consider
What Is a Holographic Will?

How to Survive a Divorce

Mid-Century Modern - Can You Sell Those Designs Again?
Holiday Gifts That Keep Giving

2016 Election Analysis for LGBT Issues

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How to Incorporate Charitable Giving into Your Estate Plan

Trusts for Minor Children: Protecting Your Family’s Future

Key Considerations When Planning for Your Business' Future

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