March 2019

Since incapacity before death is an 80 percent probability, you should plan for it. And you should plan to avoid a conservatorship if at all possible. A conservator, sometimes called a “guardian,” will have much more power than someone with “power of attorney.” Once a conservator or guardian has been appointed over you by a court, you lose your liberty, along with considerable rights over your...

  Conner was born in Seattle, Washington and moved to California before attending law school. Conner received his undergraduate degree in Political Science and English Language and Literature from Central Washington University in Ellensburg, Washington and his law degree from Whittier Law School. Conner also earned his Tax LLM from Loyola Law School and is currently working towards becoming a...

Forgive me, but I need to start this chapter with a statement that’s both brutal and true: A disability is often harder on a family than a death. Why? Because if you become seriously disabled, your loved ones will have to deal with many of the same legal issues as when you die, but they will also have to take care of you. A serious disability is not just difficult and draining for everyone,...

In my firm, we follow a highly defined process to make sure we’ve turned over every stone, followed up on every clue, leveraged our “lawyerly thinking,” and crafted the best possible estate plan for our clients. Our process happens to have ten steps. Your attorney may follow seven or fifteen steps. But make sure those steps can be fully articulated. If not, look elsewhere. Here’s a quick...

Two financial unknowns may erode our degree of confidence. Provided by Ascent Wealth Management Maybe you have been putting off planning for retirement because you think you have time, or you are not sure where to start. We are proud to share the following article from, Ascent Wealth Management, to help you manage your confidence and the uncertainties of retirement. Financial Uncertainties in...

Broaching the subject of estate planning with our aging parents can be difficult. Both sides may be reluctant to discuss difficult topics involving final affairs. It can be much more difficult however, if your loved ones pass without a plan in place and to watch their legacy be destroyed. What happens when you don’t have an estate plan? The reality is without an estate plan in place...