How to Leave Money to Charity in Your Estate Plan
Dolly Parton died August 25, 2026, leaving one of America’s most enduring charitable legacies — built deliberately, over decades, to keep working without her. Compare the four ways to give through an estate plan: bequests, donor-advised funds, private foundations, and charitable trusts. Plus what changes when you have no children.
National Make-A-Will Month: Is Your California Estate Plan Actually Complete?
August is National Make-A-Will Month. Learn why a will may be only one part of a California estate plan and what families should review to protect their wishes, assets and loved ones.
Early Warning Signs of Decline in Aging Parents
The first sign of decline in aging parents is usually financial, not verbal — a bill paid twice, a lottery letter on the counter. A California elder law attorney and a geriatrician walk through five real cases, what to watch for, and why the legal window closes first.
When Can a Trustee Distribute Trust Assets in California?
Wondering when a trustee can distribute trust assets? Learn the legal timeline, trustee responsibilities, common mistakes, and California trust administration requirements before making distributions.
Digital Assets After Death and Why Your Estate Plan Needs an Update
Digital assets after death are becoming one of the most overlooked estate planning issues. From online banking and cryptocurrency to social media and cloud storage, learn how to protect your digital legacy and ensure your loved ones can access important accounts when they need them.
Values-Based Estate Planning and the Legacy You Leave Behind
Values-based estate planning goes beyond distributing assets. It helps families pass down their beliefs, priorities, traditions, and intentions alongside financial wealth. Learn how aligning your estate plan with your values can strengthen family relationships and create a lasting legacy.
Family Business Succession Planning and Preserving What You Built
Family business succession planning is about more than choosing a successor. Learn how trusts, ownership structures, prenuptial agreements, leadership transitions, and estate planning strategies can help preserve your business, protect family relationships, and secure your legacy for future generations.
California Medical Privacy Laws and Your Adult Child
California medical privacy laws can prevent parents from accessing an adult child’s medical information or making healthcare decisions during an emergency. Learn how HIPAA Authorizations and Advance Health Care Directives help families prepare for unexpected situations.
Older Americans Month and Planning for Long-Term Care
In recognition of Older Americans Month, families are encouraged to prioritize planning for long-term care. Learn how estate planning, elder law strategies, and proactive healthcare planning can help protect aging loved ones, preserve assets, and reduce stress during future care transitions.
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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.
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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?
Estate Planning
A comprehensive approach to estate planning that preserves your family’s legacy and wealth based on your individual circumstances.
Elder Law
Prepare for the unexpected by obtaining a medical power of attorney, healthcare directives, and eldercare options.
Probate
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.