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Not the lottery, but Jana won at Bingo this summer. Jana with cash fanned out with winning bingo card and captain hat.

Four Important Considerations If You Win the Lottery

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment of $997.6 m… Read More
Eyeglasses on an open book, surrounded by stacks of books

Was Your Loved One a Book Lover? Think Twice Before You Throw Those Books Out

An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s will, a book lover may leave behind othe… Read More
Caretaker holding hands of older patient

Why Deathbed Planning Might Give You Additional Grief

None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or if you fail to update it regularly, you are likely setting your loved ones up for even more stress and grief after you… Read More
protect housing

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remode… Read More
Delicious Grilled Vegetables And Meat On Barbecue Grill Outdoor bbq

Planning a Barbecue Is Like Planning Your Estate

For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true… Read More
wheelchair as example of donating or selling medical equipment

What to Do with a Loved One's Used Medical Equipment

After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have been distributed to beneficiaries in the estate… Read More
Magnifying glass with question mark in focus on wooden cube

Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new one, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust i… Read More
Importance of Recording a Deed

What Is the Effect of an Unrecorded Deed?

A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the grantee). In many cases, this transfer occurs due to the property being sold, with the seller transferring the property… Read More
Categories: Miscellaneous, Property