Welcome to the Desert Law Group blog! Here you will find estate planning information and insights, helpful tips to preserve your wealth and protect your assets, and copies of our latest newsletters, Lawyer for Life, Elder Law Update, and Smart Aging Update.
Browse recent posts to gain general information, use the menu at the left to search by topic, or join the Desert Law Group community by subscribing to have new posts emailed directly to your inbox. Topics include: estate planning, probate and trusts, healthcare planning, special needs planning, charitable giving, and more. Check back regularly for updates!
If you would like to receive more information about anything you’ve read on our blog or have questions that you can’t find the answer to, contact our office at 760-776-9977 to speak with an estate planning attorney.
For those who have spent years curating a collection of art, antiques, or rare items, the idea of passing it on requires more than a simple clause in a will. These collections often hold significant monetary value, but their true worth lies in the passion and personal history they represent. Thoughtful estate planning ensures that […]
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As the year draws to a close, it’s the perfect time to review your estate plan, and ensure it’s still aligned with your goals and the latest tax laws. Proactive steps now can help minimize tax liabilities, maximize gifting opportunities, and set the stage for a smooth transition for your assets. Here are a couple […]
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When you’re a parent of a child with special needs, your days are filled with love, challenges, and countless decisions about the future. While legal documents like Special Needs Trusts and guardianship forms are vital, there’s one useful tool many families overlook—a Letter of Intent (LOI), or sometimes called, Instruction to My Trustee. This informal […]
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At Desert Law Group, we understand the care and concern families feel when planning for the future of a loved one with disabilities. A Special Needs Trust (“SNT”) offers a thoughtful way to provide for them without risking their access to essential government benefits. In this article, we’ll explore how these trusts work and provide […]
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When a loved one passes away, they often leave behind more than just memories. Assets like a family home, personal belongings, and financial accounts also need to be addressed. For siblings, dividing an estate can be a daunting process, especially when emotions run high. This guide will walk you through the key steps to ensure […]
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California homeowners know that property taxes can feel like a moving target. Between changing rules and new propositions, understanding how these laws affect your estate can be confusing. At Desert Law Group, we’re here to clear up the confusion, especially when it comes to Proposition 13 and Proposition 19. These laws significantly impact how property […]
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Estate planning can feel overwhelming, but understanding the different roles involved can make the process much smoother. One key player you might not be familiar with is the independent trustee. Choosing the right trustee can have a significant impact on your estate plan, especially in terms of fairness, efficiency, and peace of mind for your […]
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Life happens. Maybe the friend you trusted to handle your estate plan has moved out of state, is having a health event, or your family situation has shifted. Whatever the case, changing the trustee of your revocable trust is sometimes necessary to keep everything on track for you. But don’t worry—it’s more straightforward than you […]
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At Desert Law Group, we’ve spent over 25 years guiding Californians through the delicate process of estate planning. Our focus is usually on ensuring that our clients’ loved ones are well provided for. But sometimes, people wish to go in a different direction—leaving specific individuals out of their inheritance. Although it’s a sensitive matter, there […]
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As part of your estate planning considerations, it’s essential to stay informed about financial changes that could impact you, your beneficiaries and your overall financial strategy. The Social Security Administration (SSA) has announced the annual cost of living adjustment (COLA) for 2025, which is particularly relevant for those receiving Social Security benefits and Supplemental Security […]
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