Yes, We’re Open In the wake of the pandemic and social distancing, people are concerned about whether they can still obtain an Advance Health Care Directive, Power of Attorney, Will and/or Trust. The answer is yes! Law firms are “essential” businesses, and we are able to serve our community electronically and telephonically worldwide for California…
An estate planning client once expressed to me with excitement, and upon completion of their estate planning consultation, that there was a great sense of accomplishment and relief in having engaged in such serious “adulting,” and to have answered some of life’s more challenging questions. What is Adulting? It’s true, estate planning is a major…
Brand new adults should get an Advance Health Care Directive and a Durable Power of Attorney for Finances before they are sent off for college. These two documents work together to protect a parent’s ability to access their young adult’s life should their child become incapacitated – when they need it most. In the absence…
Getting Started Congratulations! You are now one of the responsible individuals who have decided it’s time to prepare ahead. We do custom estate planning to help individuals like you design their future the way they like. Our motto is “Your Life. Your Legacy.” It’s time to do some Estate Planning Consultation Preparation. To get started, you’re…
Christian Estate Planning While the ultimate goal is the same for all estate planners (who gets what, and how), a Christian approaches the estate planning process from a unique perspective. A Christian recognizes that their assets have been entrusted to them by God, and they desire to please God with their stewardship of these assets…
Estate Planning Is A Responsible New Year’s Resolution The New Year is a time for reflection, and such introspection usually leads to making decisions to live life better, to pursue new goals, and to renew commitment to old goals. This year, consider adding estate planning to your list of resolutions. Why estate planning? It’s about responsibility. Estate…
Marriage is a wonderful thing (at least that’s my experience). Married couples can compile their wealth, raise children, and estate planning is a great first step to plan for the future, whether it’s a responsible young couple with new children, an elderly couple facing the uncertain future, or anything in between. When you get married,…
When we talk about trust, we are really talking about stewardship. Recall the Parable of the Master Going on a Journey that Jesus taught us (Matthew 25:14-30). This Parable describes what stewardship means and how it works. We too have been entrusted, as stewards, with many things from our Heavenly Father, and we do not know…
Will money be an obstacle for those you leave it to? Do they have the wisdom and maturity to handle the power your money provides, or will it destroy them and empower sin? The financial guru, Dave Ramsey, is credited for pointing out that money will magnify the person you already are. Of course, this…
The process of estate planning combines “remembrance” and “stewardship.” Stewardship really means management of another’s resources, like the Parable of the Master Going on a Journey (Matthew 25:14-30), discussed earlier, except God is not interested in our money, He already owns everything. “The earth is the Lord’s, and everything in it, the world, and all…