Westlake Village Trust Attorneys Explain the Responsibilities of a Trustee
Whether you've been asked to be the trustee of a loved one's trust or you're in the process of choosing someone to act as your own trustee, it helps to [...]
Westlake Village Estate Attorneys: 3 Ways Your Child’s Spouse Can End Up with the Family’s Money
Westlake Village estate attorneys know that it’s not inherently bad if your son-in-law or daughter-in-law receives your child’s inheritance. After all, he or she is part of the family. Ideally, [...]
Millennials: Use These Estate Planning Strategies to Address Your Unique Needs | Westlake Village Estate Planning Attorneys
If you’re in your twenties or thirties, you’ve probably heard about the importance of creating Wills and Trusts… but maybe you think you’re too young for estate planning or that [...]
Newbury Park Estate Lawyer: Where Should I Store My Original Estate Planning Documents?
After you complete the process of creating an estate plan with your Newbury Park estate lawyer, you’ll want to give serious thought about the place where you will store your [...]
How Is a Trustee Paid for Managing a Special Needs Trust in Ventura County?
Westlake Village special needs planning lawyers often help parents set up a supplemental or Special Needs Trust in Ventura County to protect their child’s resources and inheritance for the future. [...]
COVID-19: Office Precautions & Flexible Meetings for Clients
As estate planning and elder law attorneys, our practice is dedicated to serving our most vulnerable citizens, including seniors, those who are ill, disabled, experiencing mental health challenges and children [...]
Westlake Village Trust Lawyer: Why Every Small Business Owner Needs an Estate Plan
Creating and building a successful business is an incredibly difficult undertaking – and maintaining that success is usually even more challenging. Protecting that success, however, is a different story entirely. [...]
Westlake Village Estate Planning Attorney Explains 3 Things You Can Do When You Inherit Your Parent’s House
When a home is passed on to adult children after the death of a parent, there are three typical paths that beneficiaries can choose: move into the house, sell the [...]
Mental Health and Healthcare Directives in Ventura County: Everything You Need to Know
Healthcare directives, which include the Living Will, Health Care Agent Designation, and HIPAA Medical Release, are necessary components of any estate plan. Healthcare issues occur more and more as we [...]
The SECURE Act Becomes Law: What It Means for Your Current Retirement Account and Your Future Beneficiaries
As a surprise to most financial professionals across the country, the SECURE Act (Setting Every Community Up for Retirement Enhancement) has been approved by Congress following its last-minute inclusion into [...]
