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Using Trusts to Avoid Probate
When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...

Anna Jerden, Esq.
Apr 76 min read
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Which Trust is Right for You: Understanding the Differences Between Separate Trusts and Joint Trusts
When planning your estate, the type of trust you choose can have a huge impact on how your assets are managed and passed on after you are...

Anna Jerden, Esq.
Mar 189 min read
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10 Essential Steps to Safeguard Your Digital Assets in Your Estate Plan
In our fast-paced digital world, managing digital assets is just as crucial as protecting physical belongings. Since virtually everyone...

Anna Jerden, Esq.
Mar 173 min read
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What to Expect When Inheriting Someone's IRA
Inheriting an Individual Retirement Account (IRA) can be both a blessing and a challenge. The process comes with important financial...

Anna Jerden, Esq.
Mar 34 min read
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What Happens if You Inherit a Timeshare You Don't Want?
Inheriting property can stir up a whirlwind of emotions. The situation takes a unique turn when that property is a timeshare you find...

Anna Jerden, Esq.
Feb 275 min read
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Trust and Succession Planning for Small Business Owners
In the fast-paced world of small businesses, ensuring a smooth transition of ownership and management is crucial for long-term success....

Anna Jerden, Esq.
Feb 264 min read
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Crafting Your Path to a Lasting Legacy: Your Guide to Estate Planning for Blended Families
Navigating estate planning can be particularly challenging for blended families. With multiple relationships and differing sets of...

Anna Jerden, Esq.
Feb 214 min read
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How to Start the Estate Planning Conversation with Your Aging Parents
Younger generations can encourage their aging parents to start the estate planning conversation. Discussing estate planning can feel...

Anna Jerden, Esq.
Feb 174 min read
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What Happens to a Bank Account After Death?
Losing a loved one is a difficult time, and it can feel overwhelming to manage their financial matters. Among the important tasks is...

Anna Jerden, Esq.
Feb 145 min read
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Revocable Living Trusts: What is a Trustee and What Do They Do?
A warm moment shared between a father and his adult son, highlighting the trust and responsibility often seen in family trustee roles....

Anna Jerden, Esq.
Feb 134 min read
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The California Homestead Exemption
The California Homestead Exemption is a valuable legal protection designed to help homeowners safeguard their primary residence from...

Anna Jerden, Esq.
Feb 44 min read
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Legal Options for Creating a Trust as an Undocumented Immigrant
Creating a trust can be an important estate planning tool for anyone wanting to manage their assets and ensure proper distribution after...

Anna Jerden, Esq.
Feb 36 min read
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The Secret Weapon of Estate Planning: Unleashing the Power of Durable Power of Attorney
In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...

Anna Jerden, Esq.
Jan 316 min read
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What Happens When a Loved One Dies Without a Will: Navigating the Legal and Emotional Challenges
Losing a loved one is one of life's toughest challenges. When that person dies without a will, trust or any type of succession planning,...

Anna Jerden, Esq.
Jan 305 min read
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Should You Trust Yourself? The Unknown Risks of DIY Estate Planning
Planning for the future is critical in ensuring your assets are distributed according to your wishes. For many, the process of creating...

Anna Jerden, Esq.
Jan 295 min read
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Unraveling the Mystery: How Does California Handle Inheritance Taxes?
Losing a loved one is always challenging, and dealing with their estate can add to the stress. A common question in this difficult time...

Anna Jerden, Esq.
Jan 284 min read
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How to Secure Your Loved One's Future: Estate Planning for Dementia – The Unknown Way Forward
Caring for a loved one with dementia can feel like navigating a stormy sea. As cognitive abilities wane, planning for the future becomes...

Anna Jerden, Esq.
Jan 275 min read
11 views
1 comment


Non-U.S. Citizens Facing Potential Deportation Can Implement Estate Planning Strategies to Safeguard Assets and Protect Family Members
Estate planning is often seen as a tool solely for U.S. citizens. However, this is a misconception because estate planning is available...

Anna Jerden, Esq.
Jan 244 min read
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What Will Not Having An Estate Plan Cost You? A Comparative Analysis of the Financial Impacts of Estate Planning on Families
Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.

Anna Jerden, Esq.
Jan 233 min read
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Why LMFTs and LPCCs Should Consider Incorporation in California
If you're an LMFT or LPCC in California and wondering if you should form a Professional Corporation, here's what you need to know.

Anna Jerden, Esq.
Jan 152 min read
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