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 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 8, 2024 | Estate Planning |
When it comes to estate planning, understanding the nuances of various financial instruments is key. This is particularly true for Health Savings Accounts (HSAs), which can play a significant role in your financial legacy. Whether you’re planning to pass down an...
