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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.
Oct 9
4 min read
Moving Cross-Border? How to Protect Your Property When Immigration Policies Force Your Departure
Make arrangements to manage and protect your property. Leaving your home country is a significant life event, made even more complex and...
Anna Jerden, Esq.
Jul 30
4 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
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
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 18
9 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
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 13
4 min read
Legal Options for Creating a Trust as an Undocumented Immigrant
Creating a trust can be an important estate planning tool for anyone wanting to manage their assets and ensure proper distribution after...
Anna Jerden, Esq.
Feb 3
6 min read
What Will Not Having An Estate Plan Cost You? A Comparative Analysis of the Financial Impacts of Estate Planning on Families
Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.
Anna Jerden, Esq.
Jan 23
3 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
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, 2023
4 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
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
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