Conservatorships play an important role for families and individuals in California. These legal tools assign a conservator to manage the affairs of a minor or adult in need of such management. These designations received some bad publicity in recent years in light of the Britney Spears conservatorship and the “Free Britney” movement. We’re here to tell you those scenarios are few and far between – in general, Read More
When is a Will Enough?
Our team believes every adult should have some form of estate plan in place. Planning for the future protects yourself, your money, your assets, and your heirs (unless you don’t have any). For some adults in California, a simple will is enough to cover their assets. For most, several other elements such as trusts and other services come into play. If you are just getting started with your estate plan, you are Read More
Estate Planning is a Celebration of Independence
It’s July and you know what that means: Independence Day with family and friends. We celebrate the freedom and independence of the United States on July 4th. So, what does that have to do with estate planning? In the world of estate planning, we take advantage of available tools to celebrate and support the independence of young adults. Their newfound independence will be scary at times and coming together as a Read More
Preserving Medicaid Eligibility Through Effective Estate Planning
As we age, various government programs exist to help us cover the cost of living when income is no longer available. Retiring early enough to be able to enjoy retired life remains high on the list of concerns for Americans today. If this is an important issue for you and your family then you should read on. Most people think of estate planning as a tool to ensure everything you worked for is left in the right Read More
Mental Health Considerations for Your Estate Plan
May is Mental Health Awareness Month. This month provides ample opportunity for us all to slow down and do a self-check of our own mental health as well as the mental health of those around us. In the estate planning realm, mental health can play an important role in a variety of ways. We pride ourselves on being aware and considerate of these factors and want to help all Californians in navigating potential Read More
All Young Adults Should Have These Legal Documents Signed
We all remember the feeling of turning 18. You have officially transitioned into adulthood with newfound freedoms accessible for us to bask in. There is often a sense of belonging to the wider world around you but with those new freedoms come new responsibilities. As parents, seeing our children grow up to be adults can be a proud but stressful process. We must give them the space to grow while also accounting for Read More
Who Has The Right To Contest An Estate?
At Solan, Park & Robello, we constantly advocate for the importance of estate planning. All adults should have a plan for what will happen when they die or become incapacitated. Who will make important decisions in your place? Where will your assets go? Who will be in charge of ensuring your wishes are carried out? These are all questions that need answers sooner rather than later. Putting together an estate Read More
Where Does My Estate Go If I Don’t Have Beneficiaries or Heirs?
When it comes to estate planning, most people leave their assets in the hands of their children and loved ones when they die. Not everyone decides to start a family (or, in some cases, children can predecease the estate). These are rare scenarios, but we understand some Californians end up dealing with this exact question. So, what will happen to your estate plan in California if you don’t have living Read More
3 New Year’s Estate Planning Resolutions
2023 is upon us, and we can’t believe it, either. Whether you are someone who makes New Year’s resolutions or not, our firm humbly presents three resolutions that will help you tuck away your legacy for your heirs to enjoy. Review your existing plan for any needed updates. Estate plans, no matter how carefully they were originally written, are not set-it-and-forget-it arrangements. As life changes, so Read More
As Life Changes, So Should Your Estate Plan
The one constant in life is change. A lot can happen in one year: marriage, divorce, birth of a child or grandchild, death of a loved one, and so much more. Many major life changes, including the four we just mentioned, warrant another look at your last Will and testament, trusts, power of attorney, and other estate planning documents. Let’s say, for instance, that you got a divorce in 2022. There’s a good chance Read More
