Estate PlanninG
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    • Estate Planning Concerns for the Self-Employed

      Being self-employed comes with its own unique challenges and responsibilities. As the owner and often the sole employee, you have the freedom to make your own decisions, but you also bear the weight ...

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    • Recently Unemployed? Here’s What to Do to Protect Your Family

      If you have recently lost your job, you are not alone! Inflation has skyrocketed in the United States over the past couple of years. Some smaller businesses have not been able to survive the increased ...

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    • What Is the Corporate Transparency Act, and How Will It Affect My Estate Plan?

      Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding ...

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    • Estate Planning Considerations for Business Executives

      How Business Executives Can Set and Meet Their Estate Planning Goals As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to ...

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    • Estate Planning with an LLC: An Overview of the Benefits and Best Practices

      An LLC (limited liability company) can be an essential tool in your estate plan to protect your assets and avoid probate. This business structure can own many types of property, such as real estate, ...

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    • COVID-19 Vaccine to Be Given to Californians With Disabilities

      The California Department of Public Health has announced that beginning March 15, those with serious health conditions between the ages of 16 and 64 can be vaccinated. These conditions include: Cancer ...

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    • COVID-19 and Minor Children: Things to Consider Now

      Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. With all of the unknowns of our current situation, you need ...

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    • Summer Vacation Plans? Precautions and Preparations to Consider

      After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider ...

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    • Modernizing Conservatorship Law to Better Help & Protect Californians Most in Need of Care

      (Excerpt Source) Governor Newsom signed Senate Bill 43 which significantly updates California’s conservatorship laws for the first time in more than 50 years. Californians experiencing serious mental ...

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    • What Is a Disability Panel and How Does It Work?

      Although it can be an uncomfortable topic, the possibility of becoming incapacitated is often overlooked in drafting revocable living trusts. Placing your money and property in a living trust can ...

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    • Things to Consider Before You Retire

      After many years of hard work, it's finally time to retire and focus on your next phase of life. But before you begin this next chapter, you need to make sure that you have fully thought through this ...

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    • Two Key Questions to Make Sure Your Estate Planning Is Successful

      Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you ...

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    • How to Find a Reputable Estate Planning Attorney

      When people think about creating an estate plan, they may think it just involves getting a set of forms that convey their wishes regarding their finances, health, and what will happen to their stuff ...

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    • Debunking Hollywood Myths About Estate Planning

      While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often ...

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    • Everything You Need to Know About the Michael Oher Conservatorship Controversy

      Michael Oher has had a remarkable life so far. Born to a single mother struggling with addiction and growing up in and out of foster care, Oher went on to star as a University of Mississippi football ...

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    • Modernizing Conservatorship Law to Better Help & Protect Californians Most in Need of Care

      (Excerpt Source) Governor Newsom signed Senate Bill 43 which significantly updates California’s conservatorship laws for the first time in more than 50 years. Californians experiencing serious mental ...

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    • Does the Guardian for My Child Have to Be a United States Citizen?

      Some aspects of estate planning could be uncomfortable, including deciding what will happen to your child if you and their other legal parent die unexpectedly. The odds of this happening are low, but ...

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    • An Interview With Jeff Hayden About Guardianships and Conservatorships On “Your Legal Rights” Podcast

      On March 10 th, Ivette Santaella was a guest on “Your Legal Rights” podcast with host and Bay Area attorney Jeff Hayden. For more than 30 years, “Your Legal Rights” has provided KALW listeners with ...

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    • Ivette Santaella Discusses Marketing with Passion

      Managing Attorney Ivette Santaella joined Lawyer Business Advantage to discuss how she utilizes her passion for law to power the success of her marketing and business development efforts. Click here ...

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    • How to Provide Financial Security For Your Loved One With Special Needs Through A Special Needs Trust

      If you’d like to make sure that your loved one with a disability or special need is financially supported when you’re gone, you should consider creating a special needs trust. This is because, ...

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    • Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

      There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law that benefits beneficiaries who are disabled or chronically ill. ...

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    • What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

      When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer ...

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    • Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals

      A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting ...

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    • Unlocking Tax Savings for Couples With Community Property Trusts

      When it comes to your family’s legacy, every dollar you can save from taxation counts. One way to keep your accounts and property out of the hands of the Internal Revenue Service (IRS) is to form a ...

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    • The Generation-Skipping Transfer Tax and How It Can Affect Your Estate Plan

      When it comes to federal taxes, most people are very aware of the federal income tax because, if they earn a paycheck, they cannot help but notice the deductions each pay period. But there are ...

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    • Veterans Administration Pension Benefits

      Veterans Administration Pension Benefits are paid to veterans who were in military service during wartime and who have little or no income. Veterans who have serious disabilities may qualify for Aid ...

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