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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
Beyond the Ribbon: Why Estate Planning is Crucial for Breast Cancer Survivors
October, Breast Cancer Awareness Month, is a time for pink ribbons, powerful stories of resilience, and vital reminders about early...
Anna Jerden, Esq.
Oct 2
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
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
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
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
The California Homestead Exemption
The California Homestead Exemption is a valuable legal protection designed to help homeowners safeguard their primary residence from...
Anna Jerden, Esq.
Feb 4
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
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