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.
Wills play a central role in ensuring your assets pass to the right people. Having a well-drafted document spares loved ones from future confusion and delays. Desert Law Group was started in 2001 by attorney Kimberly T. Lee, and since then, we have devoted ourselves to Coachella Valley estate planning. Today, we want to discuss […]
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When it comes to estate planning, one tool that often flies under the radar is portability—a valuable option that allows married couples to transfer unused estate tax exemption amounts from one spouse to the other. This can be a powerful way to reduce or eliminate estate taxes, but it’s not automatic, and it has limitations […]
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Why Now Is the Time to Plan for What You’ve Built Over the next two decades, we’ll witness the largest generational transfer of wealth in history. According to Cerulli Associates – a research, consulting, and analytics firm for the financial services industry – Baby Boomers are expected to pass down over $105 trillion in assets […]
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Many families don’t think about Medicaid until a loved one is facing a health crisis—like a sudden need for nursing home care. But by then, you have fewer options and it becomes more difficult to avoid costly consequences. One of the most misunderstood rules in Medicaid eligibility is the five-year look-back period—a detail that can […]
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Have you ever wondered if someone could quietly forge your name on a deed and claim ownership of your home? Title theft is a growing concern, especially for homeowners who hold property free and clear. At Desert Law Group, we offer solutions that help you protect your property title. We’re here to discuss how a […]
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For many families, planning for the future means more than just wills and trusts—it also involves preparing for the rising costs of long-term care. Medicaid, the government program designed to assist with healthcare costs for those with limited financial resources, plays a critical role in covering long-term care expenses. However, many individuals are surprised to […]
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Modern families come in all shapes and sizes – second marriages, stepchildren, unmarried life partners, and chosen families. But with more love comes more complexity, especially when it comes to estate planning. Without a solid plan in place, blended families can face unintended disinheritance, disputes, and financial hardships. If your family doesn’t fit the traditional […]
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Planning for the future isn’t just about finances—it’s about peace of mind. Estate planning ensures that your wishes are honored, your loved ones are cared for, and unnecessary legal complications are avoided. For Californians, state-specific laws make it even more important to have a well-structured plan. At Desert Law Group, we’ve been guiding individuals and […]
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Thinking about the future isn’t always easy, but having a plan in place makes a big difference. A well-structured estate plan protects your assets, ensures your wishes are honored, and gives your loved ones peace of mind. One of the most effective tools in estate planning is a trust, which helps manage and distribute assets […]
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Managing a trust after a loved one passes away comes with many responsibilities. Trustees have to follow legal procedures, ensure assets are properly distributed, and handle financial and tax matters. Without proper guidance, this process can quickly become overwhelming, leading to delays or even disputes among beneficiaries. This is where professional legal support can make […]
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