Estate Planning · November 17, 2025
The holidays bring family together—but too often we dodge the hard questions about death, money, estate planning, and what happens when you're gone. This blog article shows you how to turn uncomfortable talks into loving, clear conversations and a Life & Legacy Plan that truly protects your people. Read on to learn how to start the talk with grace this season.
Estate Planning · November 03, 2025
When a medical crisis hits, your wishes shouldn’t be left to guesswork. Yet without the right health care documents, your loved ones may face confusion, delays, or decisions you’d never choose. Learn the three essential tools—your directive, HIPAA authorization, and living will—that ensure your voice is heard when you can’t speak for yourself.
Estate Planning · October 27, 2025
Most families work hard to build wealth, yet most lose it by the second or third generation. The real problem isn’t money—it’s missing systems, unclear guidance, and a lack of preparation for the next generation. Learn how mindset shifts, practical planning, and family education can keep your wealth protected for decades to come.
Estate Planning · October 20, 2025
Unmarried couples face legal gaps the law won’t fix—your partner could lose your home, access to finances, or any say in your medical care. Estate planning is the only way to protect each other and the life you’ve built together. Learn the essential tools every unmarried couple needs to secure their rights and ensure your wishes are honored.
Estate Planning · October 13, 2025
Most “free consultations” only focus on documents, not decisions. Our Life & Legacy Planning® Session changes that. It’s an interactive, guided process that helps you understand how the law applies to your unique family, make informed choices, and create a plan that truly works when your loved ones need it most. Discover why real estate planning starts with clarity, not paperwork.
Estate Planning · October 06, 2025
When someone dies without the right lawyer or plan, their loved ones face confusion, court, and conflict instead of peace. Families lose time, money, and sometimes each other in the process. This article shows how small planning gaps become years of hardship—and how the right legal guidance protects the people you love from unnecessary pain when the time comes.
Estate Planning · September 29, 2025
More Californians are growing older without a clear plan for care or support. Life & Legacy Planning helps you stay independent, protect your dignity, and prevent family conflict as you age. Learn how working with a California estate planning attorney ensures your wishes are honored and your loved ones are protected—so you can face the future with confidence and peace of mind.
Estate Planning · March 19, 2021
A Lifetime Asset Protection Trust is a unique estate planning vehicle specifically designed to protect your children's inheritance from unfortunate life events. The sudden death of a Legendary host, Larry King, became controversial because of not using Lifetime Asset Protection Trust to distribute his assets to his children upon his death. His story demonstrates that do-it-yourself planning can have terrible consequences for your loved ones - even worse than if you had no estate plan at all.
Estate Planning · March 12, 2021
Setting up an estate plan is the best way to preserve wealth, but without a proper update of your estate can lead to misunderstanding and conflict that will make your assets tied up in the court instead of passing it to your family. This is what happened to the legendary tv and radio host, Larry King, who passed away this year, leaving his current family and children from his previous marriage in a legal battle over his estate because of not updating his estate plan.