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Smart Money: How to Turn Your Tax Refund into a Legacy
Tax season usually brings one of two emotions: the dread of owing or the thrill of the "windfall." If you’re among the millions of Americans expecting a refund this year, your brain is likely already cataloging the possibilities. A tropical getaway? Finally upgrading the living room furniture? That gadget you’ve had in your cart for months? It’s tempting to treat a tax refund like "play money." But before you book those flights or click "buy now," there is one critical projec
Anna Jerden, Esq.
Apr 15
3 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
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, 2021
4 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, 2021
3 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, 2021
4 min read
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