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A Bridge, Not a Barrier: How Estate Planning Secures the Future for Disabled Californians
For families with a member who has a disability, traditional estate planning—the simple transfer of assets—can be disastrous. In...
Anna Jerden, Esq.
5 days ago
4 min read
Medi-Cal's Shifting Sands: What California's Reinstated Asset Limits Mean for Your Estate Plan
Seniors, disabled persons and those who care for them are feeling the whiplash yet again with the latest changes to Medi-Cal eligibility...
Anna Jerden, Esq.
Aug 12
3 min read
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 10
5 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 24
4 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 16
3 min read
California's Evolving Landscape: Key Laws for Small Business Owners in 2025
High costs and a complex regulatory environment bring broader economic pressures for California business owners. For small business...
Anna Jerden, Esq.
Jun 12
4 min read
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
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
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
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
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
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
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, 2023
3 min read
Common Estate Planning Questions Answered
Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?
Anna Jerden, Esq.
Jan 13, 2022
3 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, 2021
4 min read
Why Your LLC Needs an Operating Agreement
Do you have a Limited Liability Company (LLC) but never got around to drafting an Operating Agreement? Or, maybe you have one somewhere,...
Anna Jerden, Esq.
Oct 13, 2021
3 min read
Why Life Insurance Can Make a Big Difference in Estate Planning
Why Life Insurance Makes a Big Difference in Estate Planning. Use it strategically to pay funerals, debts, taxes, support minor kids.
Anna Jerden, Esq.
Jul 13, 2021
5 min read
The Importance of Having a Will
Minor children are the ones most affected when a person dies without a will.
Anna Jerden, Esq.
Jun 18, 2021
2 min read
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