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National Estate Planning Awareness Week 2025: The Science of Procrastination in Estate Planning
🐌 What's really the hangup? Estate planning—the crucial process of deciding how your assets will be managed and distributed after you pass away—is something almost everyone agrees they should do. It also involves a lesser known, yet equally, if not more important, need for incapacity planning in case of emergency. Yet, for many, it sits stubbornly at the bottom of the to-do list, year after year. Why the massive delay? It turns out, the "hangup" isn't a lack of discipline;
Anna Jerden, Esq.
Oct 24
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
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 17
5 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
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
Why is My Accountant Telling Me I Need to Set Up a Formal Business?
Get professional help starting a business and avoid paying higher taxes, getting sued and risking your reputation.
Anna Jerden, Esq.
Mar 23, 2022
5 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
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