top of page
Search


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


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


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


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


How Unmarried Same-Sex Couples Can Protect Their Families
SAME-SEX COUPLES CAN LEGALLY MARRY, BUT MANY REMAIN UNMARRIED In 2015, same-sex marriage was legalized in all 50 states and Washington,...

Anna Jerden, Esq.
Aug 23, 20217 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, 20215 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, 20212 min read


How To Talk With Your Parents About Estate Planning
As parents age, a paradigm shift occurs. As children, we look to our parents for everything but as adults, we find our parents looking to...

Anna Jerden, Esq.
Jun 16, 20214 min read


Conservatorships in California
What is a Conservatorship? A conservatorship is a court proceeding in which a judge appoints a responsible person or persons (the...

Anna Jerden, Esq.
Jun 4, 20213 min read


What’s The Difference Between A Will And A Trust And Which One Do You Need?
Both wills and trusts are important tools in your estate plan. There is no one-size-fits-all approach to estate planning. Each plan must...

Anna Jerden, Esq.
Apr 16, 20214 min read


Estate Planning 101: Getting Started
Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...

Anna Jerden, Esq.
Feb 24, 20212 min read
bottom of page