How to Help Your Parents Create an Estate Plan
The future can be unpredictable, so creating estate planning documents today can give everyone peace of mind. Talking to your parents about creating an estate plan can be a sensitive topic, but it’s an important conversation to have.
Estate Planning Benefits for Military Families and Veterans in California
“Our nation owes a debt to its fallen heroes that we can never fully repay.” – President Barack Obama Memorial Day is upon us, and it is important to remember those who have served our country. On this day, we are also reminded of the importance of legacies. Sandoval...
Joint Trusts for Married Couples: Advantages & Disadvantages
Joint trusts are nothing more than two separate trusts governed by one document instead of two. It is common for clients to prefer joint trusts because they are familiar with joint property. There are usually three asset schedules in the trust, one for each grantor and one for their community assets.
Probate Explained
Sandoval Legacy Group has over 30 years of experience in empowering American families to continue their legacies. While you can control what you can by putting a strong estate plan in place, probate is what happens after you pass away. It’s what puts your estate...
The Benefits of Hiring an Experienced Attorney to Appoint a Trustee
While it is not legally required to have an attorney help you pick a trustee, it may be helpful to consult with one to ensure that you make an informed decision and that the trustee you select is capable of performing their duties properly. An attorney can also advise...
What Is The Difference Between A Conservatorship of The person & A Conservatorship of The Estate?
A conservatorship is a legal arrangement in which a court appoints someone to manage the financial or personal affairs of another individual who is unable to do so themselves. This person is called a conservator and makes decisions on behalf of the individual, who is...
How Much Does Probate Cost
The cost of probate can vary depending on several factors, such as the state where the probate is taking place, the complexity of the estate, and the attorney fees involved. In general, probate fees can include court filing fees, executor fees, and attorney fees....
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...
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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?
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.