Archive for Category: Blogs

Understanding Power of Attorney in California: Financial vs. Healthcare

KEY TAKEAWAYS Power of attorney is one of those terms that almost everyone has heard — but very few people truly understand. In this episode

Why Most Power of Attorney Documents Fail When They’re Needed Most

A power of attorney sounds like a simple safety net. Sign a document, name someone you trust, and the problem is solved. DeDe Soto sees

Digital Estate Planning: Why Passwords Aren’t Enough

Key Takeaways Introduction She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question.

What You Should Know about Life Insurance in Estate Planning

Key Takeaways Introduction An estate plan may look perfect on paper—until your heirs need cash quickly. Life insurance can be a powerful tool for addressing

When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now

Key Takeaways Introduction You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged

Why a Will Isn’t Enough to Protect Your Children

A will feels like protection. It isn’t, not for the hours and days right after a tragedy. DeDe Soto, an estate planning attorney with the

Make Sure Your Kids Are Prepared with This Summer Camp Checklist

Camp is a great opportunity for kids to make new friends, try new activities, and gain self-confidence and resilience. But as parents and counselors know,

Planning a Barbecue Is Like Planning Your Estate

For many, the Fourth of July signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout

Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours)

I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother’s Day and Father’s Day,

Father Knows Best: Avoiding Common Estate Planning Pitfalls

If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most

Contact Us Today