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eBooks

Informational Reading

The following library of free eBooks is provided by us as a service to you. Our expert in-house team of attorneys and legal professionals have compiled an extensive library of ebooks so you can protect your wealth, your family, and your legacy for generations to come. You can rely on us to guide you through some of life’s most challenging situations. If you have additional questions or would like to schedule a free consultation, please contact us or give us a call at (888) 306-5699.

 

Divorce and estate planning

Divorcing? Time To Update Your Estate Plan

This eBook (and the cooresponding webinar) is ideal for individuals currently undergoing or recently finalized a divorce, legal and financial professionals, and anyone supporting a loved one through divorce. It will cover crucial updates needed in estate planning to reflect changes in marital status, ensuring that your wishes are accurately represented in your new life circumstances.

Dennis M. Sandoval and Dayn A. Holstrom, provide further insight into estate planning, probate, and elder law, with a focus on the essential duties and decisions facing a successor trustee.

SLG Estate Planning Checklist 2024

Estate Planning Checklist

Sandoval Legacy Group, Southern California’s premier estate planning, probate & elder law firm, invites you to discover the comprehensive “Estate Planning Checklist”, designed to guide Southern Californians through effective estate planning and elder law preparation.

Don’t wait, secure your future with expert legal insights.

A desk featuring a laptop, pens, and the words "Trustee Workshop:“I have been named successor trustee – what do I do now?”.

Trustee Workshop: “I have been named successor trustee – what do I do now?”

tepping into the role of a successor trustee can feel overwhelming, but you’re not alone. Join the Sandoval Legacy Group for a comprehensive Trustee Webinar, where esteemed estate planning attorney Dennis M. Sandoval will guide you through the critical first steps and responsibilities that come with your new role.​​​​​​​

This eBook is ideal for anyone recently named as a successor trustee and beneficiaries who wish to understand the trustee process and their rights.​​​​​​​

April 2024 eBook cover

California’s New Psychological Advance Health Care Directive

Sandoval Legacy Group, Southern California’s premier estate planning, probate & elder law firm, invites you to an enlightening webinar designed for individuals navigating the complexities of mental health care planning for themselves or their loved ones.

Equip yourself with knowledge directly from a leading expert in the field.  Gain the insights you need to navigate the changes in Long Term Care Medi-Cal and ensure your planning is both effective and informed.

Elderly couple holding hand tightly and smiling while walking and talking showing their happy carefree lifestyle.

Big Changes in Long-Term Care Medi-Cal

The landscape of Long Term Care Medi-Cal has undergone significant transformations, and understanding these changes is crucial for everyone. The Sandoval Legacy Group, a leading estate planning, probate, and elder law firm, invites you to an exclusive webinar that shines a light on the recent modifications to the Long Term Care Medi-Cal regulations.

During this enlightening session, you’ll gain insight into the critical aspects of the new Long Term Care Medi-Cal law, including: “What changes were made to the law?” and “How does this new law affect you if you are applying for Long Term Care Medi-Cal”?

Estate Taxes on the Rise eBook cover by Sandoval Legacy Group.

Estate Taxes on The rise

Our Estate Taxes on The Rise eBook will be your guide through the complexities of these changes. Dennis M. Sandoval provides an in-depth analysis and strategies to safeguard your estate, no matter what 2025 brings.

This isn’t just about information; it’s about taking proactive steps to secure your legacy. With changes imminent and time-sensitive, starting early is key. Dennis’s expertise will provide you with the clarity and direction needed to navigate these complex waters.​​​​​​​

Estate Planning 101: Protect Your Wealth. Protect Your Family. Protect Your Legacy. | Sandoval Legacy Group

Estate Planning 101

Our Estate Planning 101 handbook simplifies the complexities of the process and will guide you every step of the way to ensure your assets, as well as your legacy, are protected and preserved for future generations.

Probate 101: An Understanding of California's Probate Process | Sandoval Legacy Group

Probate 101

Everything you need to know to understand California’s complex Probate process including the basic facts, steps, and costs to administer a Probate case, using an attorney, the role of the person in charge of the Probate, inheritance, bills, taxes, debts, and assets of the deceased person, and more.

Protect Your Wealth | Sandoval Legacy Group

Protect Your Wealth

View our 9-page informational eBook for protecting your Health, Wealth, Business, Pets, and more… including, your Legacy!

Planning to Qualify for Long-Term Care Medi-Cal Benefits | Sandoval Legacy Group

Planning to Qualify for Long-Term Care Medi-Cal Benefits

Learn how caring for a loved one can take a toll on you personally as well as your family’s pocketbook and what alternatives may be available. This is a must-attend webinar if you are a senior caring for a spouse, caring for an elderly family member or parent, or anyone working in health care.

Playing Robin Hood: The Government Introduces Plans to Tax "The Rich" to Help the Poor | Sandoval Legacy Group

Playing Robin Hood: The Government Introduces Plans to Tax “The Rich” to Help the Poor

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We offer complimentary eBooks to help you navigate life’s challenges.

We’re proud to provide you with this library of free comprehensive eBooks. Make sure your assets and family are protected in the future by downloading our free comprehensive estate planning eBooks today.

With thirty-plus years of experience in estate planning and elder care law in Southern California, you will have the best legal minds to guide you. The team at Sandoval Legacy Group, A division of Holstrom Block & Parke, A Professional Law Corporation, has offices located throughout Southern California in Orange County, Riverside County, San Diego County, San Bernardino County, and Los Angeles County.

If you have additional questions regarding any of our eBooks, or concerns regarding your estate plan, elder or tax law, or probate, contact us today by calling (888) 306-5699 to schedule a free one-hour consultation.

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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?

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Estate Planning

A comprehensive approach to estate planning that preserves your family’s legacy and wealth based on your individual circumstances.

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Elder Law

Prepare for the unexpected by obtaining a medical power of attorney, healthcare directives, and eldercare options.

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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.

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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.

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