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.
Writing a will or trust may seem like an easy task. You might watch DIY videos or read articles, which makes you think that drafting one of these essential legal documents is a straightforward process. However, writing and executing legal documents on your own can have significant consequences. Even though it may appear to be […]
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Planning for the future can be a daunting task, but it is crucial to ensure that your wishes are fulfilled after you are no longer around. Estate planning is a process that involves making decisions about how your assets will be managed and distributed to your loved ones when you pass on. However, many people […]
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As a parent, talking to your children about estate planning can be an uncomfortable topic. You want to make sure that their financial future is secure in case something were to happen to you, but discussing death and incapacity isn’t always easy. At Desert Law Group in Indian Wells, we understand this and have some […]
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As you begin thinking about how to prepare for your future, one of the things you’re likely to consider is how to ensure that your estate is handled according to your wishes after you’re gone. One legal tool many people believe can help with that is a revocable trust. The question, however, is whether a […]
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When someone passes away, their assets, such as their home, become part of their estate. But who gets the ownership of the house? Who will make decisions regarding the property? If you are a resident of California, the answer depends on whether the deceased had a will or trust in place. In this blog post, […]
Read moreIf you already own a business or are considering starting one soon, you are likely exploring strategies to ensure your venture can maintain profitability and staying power. As one of your most valuable assets, any successful proprietorship will require a significant investment of both time and money. A comprehensive business plan is imperative when forming […]
Read moreMany people believe that estate planning is only for elders. The truth is that younger folks, including millennials, can benefit from having an estate plan of their own. Millennials are generally defined as individuals born between 1981 and 1996—that is, people between the ages of 25 and 40. This is the age at which many […]
Read moreEven if you are not tech savvy, you likely have a digital “estate” comprised of assets with financial and sentimental value. You probably also have plenty of personal information floating around out there in the digital universe. To protect these assets, and to ensure you don’t leave behind a massive digital mess for your loved […]
Read moreA spendthrift trust is typically used to prevent a beneficiary from receiving his or her inheritance all at once. There are several reasons why a grantor (the person who creates the trust) might want to consider such an approach. The most obvious reason is that the grantor believes the beneficiary will quickly squander the inheritance. […]
Read moreFunding a revocable living trust involves retitling your assets into the name of the trust. Basically, a funded trust “holds” assets of your choice to accomplish your planning goals. The consequences of an unfunded or improperly funded trust include: Your trustee cannot manage assets held outside trust. If you were to become incapacitated, for example, […]
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