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Your Family's Future After a Stroke: Navigating Testamentary Capacity Through Careful Estate Planning
Cognitive decline after a stroke is a very common and significant issue, impacting a large percentage of stroke survivors. A stroke can...
Anna Jerden, Esq.
Jun 10
4 min read
California's Retirement Mandate: What Businesses Need to Know for 2025
Small businesses have until December 31, 2025 to comply with California's retirement mandate. California continues its aggressive push to...
Anna Jerden, Esq.
Jun 6
4 min read
5 Reasons Why a Living Trust is a Smart Investment That Pays for Itself
When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...
Anna Jerden, Esq.
May 28
3 min read
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 7
6 min read
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 18
9 min read
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 17
3 min read
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 3
4 min read
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 27
5 min read
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 26
4 min read
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 21
4 min read
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 17
4 min read
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 14
5 min read
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 13
4 min read
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 4
4 min read
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 3
6 min read
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 31
6 min read
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 30
5 min read
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 29
5 min read
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 28
4 min read
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 27
5 min read
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