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How Does a Revocable Living Trust Affect Your Taxes? A California Perspective
It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Anna Jerden, Esq.
Jul 105 min read


Is Life Insurance a Good Estate Planning Strategy?
Yes, life insurance is an excellent and often indispensable estate planning strategy for a wide range of individuals, from those with...

Anna Jerden, Esq.
Jun 244 min read


Confronting Your Mortality - The Death Taboo
Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...

Anna Jerden, Esq.
Jun 175 min read


Think You're Too Young for a Will? Think Again.
Waiting too long to create will can lead to loss of control over your legacy and your family's well-being. We get it. When you're...

Anna Jerden, Esq.
Jun 163 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 283 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 76 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 189 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 173 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 34 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 264 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 214 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 174 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 134 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 44 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 305 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 284 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 275 min read


What Rights Do Unmarried Couples Have When One Person Becomes Ill or Passes Away?
Unmarried couples need an estate plan to protect each other in case of incapacity or death.

Anna Jerden, Esq.
Feb 13, 20233 min read


Are There Minimum Property Requirements for Creating a Will or Trust?
There is no minimum property requirement to make a will or trust. Avoid probate and make sure your family is well protected.

Anna Jerden, Esq.
Jan 30, 20234 min read


How Estate Planning Can Prevent Elder Abuse
Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...

Anna Jerden, Esq.
Oct 27, 20214 min read
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