by LM2 | Mar 21, 2024 | Estate Planning |
Planning for death or incapacity isn’t a pleasant topic, but ensuring your affairs are in order can give peace of mind and ease the burden on your loved ones. A revocable living trust is a valuable tool in any sound estate plan to help accomplish these goals....
by LM2 | Mar 14, 2024 | Estate Planning, Insurance, LIfe Insurance |
Life insurance isn’t just about protecting your loved ones financially when you’re gone; it’s an essential part of sound estate planning. Choosing the right policy offers peace of mind, allows you to leave a legacy, and potentially mitigates tax...
by LM2 | Mar 8, 2024 | Estate Planning |
We all know how the Cinderella story went – widowed dad, wicked stepmother, squandered inheritance. Unfortunately, it’s not just a fairy tale risk. Without careful planning, a spouse’s passing followed by a later remarriage can leave children from your...
by LM2 | Feb 28, 2024 | Estate Planning, Wills |
Drafting a will is a significant milestone in safeguarding your legacy. But once the ink is dry and your wishes are clearly outlined, a critical question remains: Who should actually have a copy of your will? Let’s unpack this, with advice from a Torrance estate...
by LM2 | Feb 21, 2024 | Estate Planning, Trusts |
As tax season rolls around, it’s not just a time for crunching numbers; it’s also the perfect opportunity to review your living trust. With your financial information already in order and at your fingertips, a trust review can be a seamless part of your...
by LM2 | Feb 15, 2024 | Executor, Wills |
Choosing an executor for your will can feel like a high-stakes decision. After all, this person or people will be responsible for managing your estate, honoring your final wishes, and navigating the complexities of probate. So, what happens when you find yourself torn...
by LM2 | Feb 8, 2024 | Probate |
Facing the probate process can be daunting, and you might wonder if you can handle it yourself. While it’s true that anyone can file for probate independently, there’s much more to it than just filling out forms. If you’re in Los Angeles County and...
by LM2 | Feb 1, 2024 | Conservatorships, Estate Planning |
When the news surfaced that Jay Leno had to file for conservatorship over his wife’s estate, it wasn’t just a startling moment for fans—it was a vivid example of a challenge that countless families face every day. Mavis Leno’s incapacity to manage...
by LM2 | Jan 30, 2024 | Estate Planning |
In the intricate dynamics of blended families, one common and crucial question arises: what inheritance rights does a child from a previous marriage have? This is especially important when planning for the future and ensuring fairness for all family members. If...
by LM2 | Jan 23, 2024 | Special Needs, Special Needs Trusts |
As a parent, ensuring the long-term well-being of your child, especially if they have special needs, is paramount. If your minor child is receiving a settlement due to a lawsuit and will require care throughout their life, it’s crucial to manage these funds wisely....
