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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
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
10 Essential Steps to Safeguard Your Digital Assets in Your Estate Plan
In our fast-paced digital world, managing digital assets is just as crucial as protecting physical belongings. Since virtually everyone...
Anna Jerden, Esq.
Mar 17
3 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
How to Start the Estate Planning Conversation with Your Aging Parents
Younger generations can encourage their aging parents to start the estate planning conversation. Discussing estate planning can feel...
Anna Jerden, Esq.
Feb 17
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
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
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
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