Estate PlanninG
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    • Estate Planning Concerns for the Self-Employed

      Being self-employed comes with its own unique challenges and responsibilities. As the owner and often the sole employee, you have the freedom to make your own decisions, but you also bear the weight ...

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    • Recently Unemployed? Here’s What to Do to Protect Your Family

      If you have recently lost your job, you are not alone! Inflation has skyrocketed in the United States over the past couple of years. Some smaller businesses have not been able to survive the increased ...

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    • What Is the Corporate Transparency Act, and How Will It Affect My Estate Plan?

      Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding ...

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    • Estate Planning Considerations for Business Executives

      How Business Executives Can Set and Meet Their Estate Planning Goals As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to ...

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    • Estate Planning with an LLC: An Overview of the Benefits and Best Practices

      An LLC (limited liability company) can be an essential tool in your estate plan to protect your assets and avoid probate. This business structure can own many types of property, such as real estate, ...

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    • COVID-19 Vaccine to Be Given to Californians With Disabilities

      The California Department of Public Health has announced that beginning March 15, those with serious health conditions between the ages of 16 and 64 can be vaccinated. These conditions include: Cancer ...

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    • COVID-19 and Minor Children: Things to Consider Now

      Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. With all of the unknowns of our current situation, you need ...

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    • Summer Vacation Plans? Precautions and Preparations to Consider

      After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider ...

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    • Your Social Security Benefits for 2025: COLA Update

      The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security ...

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    • How to Apply for Social Security Retirement Benefits

      The Social Security Administration (SSA) advises you to apply for retirement benefits three months before you want your benefits to begin. Even if you have no plans to receive retirement benefits, you ...

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    • Modernizing Conservatorship Law to Better Help & Protect Californians Most in Need of Care

      (Excerpt Source) Governor Newsom signed Senate Bill 43 which significantly updates California’s conservatorship laws for the first time in more than 50 years. Californians experiencing serious mental ...

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    • The Benefits and Creative Uses of a Third-Party Special Needs Trust

      Enriching Life with a Third-Party Special Needs Trust A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for ...

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    • Estate Planning Tips for Parents of Only Children

      Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar to those of children with siblings. ...

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    • Trustees, Executors, and Agents: How to Choose Key Players in Your Estate Plan

      While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another person’s best interest. Trustees, executors, and agents are examples ...

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    • The Benefits and Creative Uses of a Third-Party Special Needs Trust

      Enriching Life with a Third-Party Special Needs Trust A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for ...

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    • NOW Is the Time to Choose a Guardian for Your Children

      We know it is difficult, even horrific, to imagine someone else raising your children. However, you must consider who you would choose to fill this important role. Otherwise, a judge—a stranger who ...

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    • Who Will Care For Your Child if You Cannot? The Importance of Estate Planning for Parents

      As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing for other basic needs. However, ...

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    • An Interview With Jeff Hayden About Guardianships and Conservatorships On “Your Legal Rights” Podcast

      On March 10 th, Ivette Santaella was a guest on “Your Legal Rights” podcast with host and Bay Area attorney Jeff Hayden. For more than 30 years, “Your Legal Rights” has provided KALW listeners with ...

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    • Ivette Santaella Discusses Marketing with Passion

      Managing Attorney Ivette Santaella joined Lawyer Business Advantage to discuss how she utilizes her passion for law to power the success of her marketing and business development efforts. Click here ...

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    • How to Provide Financial Security For Your Loved One With Special Needs Through A Special Needs Trust

      If you’d like to make sure that your loved one with a disability or special need is financially supported when you’re gone, you should consider creating a special needs trust. This is because, ...

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    • Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

      There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law that benefits beneficiaries who are disabled or chronically ill. ...

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    • What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

      When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer ...

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    • Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals

      The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax ...

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    • Understanding the Benefits of Self-Canceling Installment Notes

      The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions. If you own accounts or property ...

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    • Secure 2.0 Act’s 529-To-Roth Rollover: What Does It Mean for Your Retirement Savings?

      By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act, ...

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    • Veterans Administration Pension Benefits

      Veterans Administration Pension Benefits are paid to veterans who were in military service during wartime and who have little or no income. Veterans who have serious disabilities may qualify for Aid ...

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