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.
Estate Planning for Family Business Owners and Succession
Estate planning for family business owners is critical to protecting succession, minimizing taxes, and preserving long-term family wealth. Learn how trusts, buy-sell agreements, gifting strategies, and business structure decisions can impact the future of your company and your family.
Estate Planning for Mental Illness and How to Protect Loved Ones
Estate planning for mental illness is critical for families caring for a loved one with conditions like schizophrenia or schizoaffective disorder. Learn how psychiatric advance directives and conservatorships can provide protection, guidance, and stability during times of crisis.
Retirement Planning Regrets
Retirement planning regrets affect many retirees, especially those who did not save enough or plan ahead. Learn the most common regrets, why they happen, and practical steps you can take now to improve your financial future and retire with confidence.
Celebrity Estate Planning Lessons from Catherine O’Hara and Diane Keaton
Celebrity estate planning lessons from Catherine O’Hara and Diane Keaton highlight the importance of trusts, privacy, and clear planning. While reports are still developing, these cases offer valuable insight into how families can avoid probate, protect assets, and ensure their wishes are honored.
Retirement Planning Mistakes and How to Avoid Them Early
Retirement planning mistakes can impact your financial security and quality of life. Many retirees regret not saving enough or planning ahead. Learn the most common mistakes, how to correct them, and how proper estate and long-term care planning can help you retire with confidence.
ABLE Accounts and Special Needs Trusts How They Work Together
ABLE accounts and special needs trusts are powerful tools that can work together to protect SSI and Medi-Cal eligibility while improving quality of life. Learn how each works, key differences, contribution limits, and how combining both can provide flexibility, long-term protection, and financial security.
Technology in Assisted Living and How It Is Changing Senior Care
Technology in assisted living is rapidly improving safety, health monitoring, and connection for seniors. From telehealth and wearable devices to AI fall detection and smart home tools, these innovations are reshaping senior care while giving families greater peace of mind.
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Schedule Your In-Person Or Virtual Consultation Today!
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.