How A Proper Estate Planning Strategy Is Essential For Children with Special Needs
Parents are increasingly raising children and grandchildren with disabilities. Several of these children and grandchildren will never be capable of working and will be dependent on government assistance programs for income, housing, and/or health care. There are...
Planning for incapacity may be necessary. Here’s why.
It is imperative to have an estate plan in place to avoid probate, save on taxes, and ensure that your assets are transferred according to your wishes. A plan should also include how your affairs will be handled if you become incapacitated and unable to make decisions...
Pen and Ink May Do for a Valid Will
More commonly known as holographic wills, handwritten wills are often implemented during emergency situations, namely when death is looming and an attorney is nowhere near. Handwritten wills existed prior to the use of wills typed with the help of computers and...
New Law Ushers in Major Retirement Changes
There's been buzz about new retirement plan provisions for weeks, and now they're final, bringing about changes to various federal rules and adding flexibility for current and future retirees. The Secure 2.0 Act of 2022, part of the Consolidated Appropriations Act...
2023 Annual Tax Law Adjustments
The Internal Revenue Service has released the tax year 2023 annual inflation adjustments for dozens of tax provisions, including the tax rate schedules and other tax changes. Here are some of the key changes. Standard deduction The standard deduction for married...
What Is A Conservator?
When beginning your estate plan, your first task will be to inventory what you own. You may be surprised by all the tangible and intangible assets you have. Estimate some values but obtain an appraisal on your home and statements from financial accounts. You will then...
This Thanksgiving, Carve Out Time To Talk About End-Of-Life Wishes
An estate plan is the best gift you can give your family. The idea of eating turkey with a side dish of death isn't for everyone. But estate planning law expert, Dennis M. Sandoval experts, and many other end-of-life experts say the holidays are an ideal time to have...
Living Trusts: What Are They & Do I Need One?
A living trust, set up during your lifetime, is designed to allow for easy transfer of your assets. A trustee holds legal possession of the assets and property in your trust and has a fiduciary duty to manage the trust prudently for the trust’s beneficiaries. Most...
How To Pick a Trustee
But whichever kind you choose, you'll have to select a trustee to oversee your and your loved ones' assets. Understandably, this important decision may give you pause. You need someone who will act in your heirs’ best interests. Many people start by considering a...
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Whether you are a spouse, a parent, or an adult child, we all know that even the most joyous of lives have challenges – including protecting your children in the event of a disaster, organizing your affairs and ensuring your beneficiaries’ well-being, caring for elderly or disabled family members, or settling an estate after the death of a loved one, we’re here to assist you every step of the way.
With office locations throughout Southern California, Sandoval Legacy Group, a division of Holstrom, Block & Parke, offers comprehensive and personalized estate planning, special needs planning, trust administration, probate, and conservatorships expert services in Riverside County, San Bernardino County, Orange County, San Diego County, and Los Angeles County.
Why Choose Us?
A comprehensive approach to estate planning that preserves your family’s legacy and wealth based on your individual circumstances.
Prepare for the unexpected by obtaining a medical power of attorney, healthcare directives, and eldercare options.
Please contact us if you need representation in probate court, or if you wish to avoid probate court altogether. Incorporating probate avoidance strategies into your overall estate plan is one of the greatest gifts you can leave your loved ones.
Special Needs Trusts
In addition to being members of the Special Needs Alliance and the Academy of Special Needs Planners, our law firm can also advise you regarding the intricacies of administering a Special Needs Trust.