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Portability and Your Estate Plan: Webinar

oin the Sandoval Legacy Group’s webinar on ‘Portability and Your Estate Plan’ to navigate the complexities of portability and its impact on small to medium estates. Learn the essential steps to elect portability and optimize your estate planning strategy. Our experts will guide you through the advantages, disadvantages, and critical considerations for A/B Trusts and more. Special focus for those whose spouse passed away within the last decade. Attendees receive a comprehensive eBook by Dennis M. Sandoval, packed with strategies and insights valid through 2025.

Special Needs Planning Through Life Stages

Special Needs Planning Through Life Stages

Discover how to adapt special needs planning as your loved one grows, from childhood into adulthood. This guide covers guardianship, vocational training, and independent living, with insights into California’s recent probate law updates.

Navigating Digital Assets in Estate Planning

Navigating Digital Assets in Estate Planning

In the digital age, estate planning in Southern California has evolved. From social media to cryptocurrency, understanding the role of digital assets is vital. Learn how Sandoval Legacy Group guides you through securing your digital legacy.

Estate Taxes on the Rise: What You Need To Know

Explore the critical aspects of the rising estate taxes with Sandoval Legacy Group’s exclusive webinar, “Estate Taxes on the Rise: What You Need to Know”. Guided by attorney Dennis M. Sandoval, gain valuable insights into the 2025 tax changes. Learn about the impact of the Tax Cuts and Jobs Act, understand the evolving exemptions, prepare for the Act’s expiration, and discover strategies to protect your estate. Attendees receive a customized eBook. Secure your legacy with expert advice.

2023-2024 Child Tax Credit Guide

2023-2024 Child Tax Credit Guide

Discover key insights into the Child Tax Credit for 2023-2024 with our comprehensive guide. Learn about the changes, benefits, and income thresholds in this essential resource crafted by Sandoval Legacy Group, your trusted estate planning and elder law experts. Stay informed for your family’s future.

Updating Your Estate Plan In 2024: A New Start

Updating Your Estate Plan In 2024: A New Start

Kick off 2024 with a smart move by updating your estate plan. Our latest blog delves into the importance of timely estate planning, covering retirement, loss of capacity, and family business succession. Read on for expert insights from top estate planning attorneys to secure your legacy.

A Holiday Estate Planning Checklist: 5 Essential Questions

A Holiday Estate Planning Checklist: 5 Essential Questions

Secure your family’s future this holiday season with Sandoval Legacy Group’s trusted estate planning services. Our skilled attorneys in Southern California specialize in comprehensive estate planning, probate, and elder law. Get expert tips and guidance from a leading estate planning attorney. Let us help you navigate important decisions for peace of mind.

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