by LM2 | Jan 29, 2026 | Asset Protection, Estate Planning, Trusts |
We often think of estate planning as a way to protect our assets while we’re alive. However, one of the most powerful functions of a well-drafted living trust is its ability to protect your children’s inheritance from their future risks, specifically...
by LM2 | Jan 22, 2026 | Elder Abuse, Elder Care, Elder Law |
It starts with a friend request. It ends with a drained retirement account. The sweetheart scam, also known as a romance scam, is one of the fastest-growing forms of elder financial abuse. Predators target seniors on social media or dating sites, building an intense...
by LM2 | Jan 15, 2026 | Estate Planning |
Entering 2026 without an up-to-date estate plan is like driving without insurance. To help you start the year with security, we’ve curated a checklist optimized for the current legal and digital landscape. Taking just a few minutes to review these key areas can...
by LM2 | Jan 9, 2026 | Estate Planning |
One of the most common questions we hear is, “Do I really need to update my will if nothing big has changed?” The answer is often yes, because significant changes can be subtle legal shifts or family dynamics you haven’t fully considered....
by LM2 | Dec 29, 2025 | Estate Planning |
Receiving hospice care often means families are facing one of life’s most difficult transitions. During this emotional time, the question of whether it’s too late to create or update an estate plan weighs heavily on many minds. The short answer is: it...
by LM2 | Dec 22, 2025 | Uncategorized |
When people think about estate planning, they often assume a simple will is enough. But if you want to give your family true protection and peace of mind, a living trust offers advantages that a will simply cannot provide. Understanding these benefits can help you...
by LM2 | Dec 16, 2025 | Estate Planning |
If you own physical precious metals like gold coins, silver bars, or collectible bullion, you might wonder how these assets fit into your estate plan. Unlike bank accounts or real estate, precious metals present unique challenges when it comes to valuation, storage,...
by LM2 | Dec 9, 2025 | Estates, Executor, Probate |
The holiday season often brings families together in celebration, but it can also be a time when we unexpectedly lose those we love. Research shows that more people pass away between Christmas and New Year’s than during any other time of year. If you’re...
by LM2 | Nov 29, 2025 | Estate Planning |
“How much should I tell my kids? When is the right time? Can I share too much too soon, or wait too long?” These are among the most common questions Long Beach families face when deciding whether to involve adult children in the estate planning process....
by LM2 | Nov 24, 2025 | Probate |
When a loved one passes away, grief and practical responsibilities often collide. Among the many difficult tasks that follow is determining which bills must continue to be paid and which can be stopped. Understanding your obligations can help you avoid unnecessary...
