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This page is dedicated to providing insights and information on estate planning topics. My goal is to simplify the law and make it accessible to everyone, whether you’re a growing family, an individual planning for the future, or someone seeking clarity on legal processes.

Sep 6, 2018

What is a POLST?

A Physician’s Order for Life-Sustaining Treatment (“POLST”) is a medical order that tells emergency health care professionals what to do...

Mar 14, 2017

Why You Need a Health Care Directive

Let’s face it, no one wants to think about aging and illness. In my recent blog post Procrastination About Your Estate Plan? Me Too, I admit

Mar 8, 2017

Procrastination About Your Estate Plan? Me Too.

Every week I talk to people who tell me that they’ve been procrastinating about getting their estate plan together. I get it. It took me...

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The Importance of Alerting Your Homeowners Insurance Company When Title to Your Home is Transferred to a Revocable Trust

The High Cost of Not Having an Estate Plan

Navigating Medi-Cal Recovery: How a Trust Can Help Protect Your Assets

Take Charge of Your Estate Plan, So You Can Enjoy the Little Moments!

Preparing for 2025: Steps to Secure Your Legacy

Conversations Around Inheritance: Why it Matters

Side by Side: Navigating Joint Tenancy vs. Tenancy in Common

Top 5 Estate Planning Mistakes to Avoid in 2024

Navigating the Latest Updates in Estate Planning

Wisdom of Delay: Why Waiting Matters

What Every Parent Needs to Know About Their Adult Child’s Medical Privacy

How an Estate Plan Avoids Conservatorship

Estate Planning for Blended Families: How Life Insurance Can Help

SECURE 2.0 Act - How It Affects You and Your Retirement Account Beneficiaries

The Pour-Over Will: Ensuring Your Legacy with a Safety Net

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Disclaimer: The information provided on this blog is for general informational purposes only and should not be construed as legal advice. While I strive to offer accurate and up-to-date content, laws and regulations may vary by jurisdiction and change over time. Readers are encouraged to seek professional legal counsel for specific issues or concerns. No attorney-client relationship is established through the use of this blog, and any reliance on the information provided is at your own risk.

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