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Four Important Considerations If You Win the Lottery
July 5th, 2023
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…
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Was Your Loved One a Book Lover? Think Twice Before You Throw Those Books Out
June 14th, 2023
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…
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Why Deathbed Planning Might Give You Additional Grief
June 7th, 2023
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…
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National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan
May 31st, 2023
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…
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Planning a Barbecue Is Like Planning Your Estate
May 24th, 2023
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…
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What to Do with a Loved One's Used Medical Equipment
May 3rd, 2023
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…
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Have You Chosen the Right Trustee?
March 22nd, 2023
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…
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What Is the Effect of an Unrecorded Deed?
February 15th, 2023
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…
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