What does that mean? Nominating a guardian at the last minute?
Today, I visited a client at Harbor-UCLA Medical Center to execute a Will. She was concerned about having the right person nominated as guardian for her two teenage children. She wanted her older daughter to serve as guardian and keep the kids together. She [...]
Estate Planning, Southern California Attorney
Category Archives: Personal Reflections
Nominating a Guardian At the Last Minute.
Knowing Your Estate Planning Attorney
Last week I made a home visit to a long time client. Her husband recently passed. They always had trouble traveling to our office. And I always made a point to schedule home visits with her and her husband regarding their estate planning needs.
When she called to tell me that her husband passed, I [...]
Those Nursing Home Visits.
I have posted about nursing home visits before. TLD attorneys are available for visits off-site where necessary to assist our clients with estate planning needs. There is a consultation charge/travel fee in most instances for these services.
Having made a few more visits to nursing homes and assisted living facilities, I am continually facing individuals who [...]
One Year Anniversary — Don’t Buy More Sunscreen.
Last year I posted about the shocking simultaneous deaths of young parents of three young boys. They died in a freak car accident in Arizona. The one year anniversary of their passing is coming up later this month.
I am constantly reminded by them whenever I see young families in my pool or at another [...]
What If Something Happens To You? Do You Have Identification?
One of things about being an estate planning attorney is that I am always hearing stories.
You know, the ones where clients recount how something happened to my Mom, my friend, my Uncle when they were out walking, home alone or at the mall… So it makes me think about what if something happens to [...]
Starting Thanksgiving Traditions.
Here is a very nice post from Leanna Hamill, Esq., an Estate Planning and Elder Law Attorney in Massachusettes about sharing traditions this Thanksgiving.
Leanna asked a her friend Ann Quilan from Healthy Aging Matters to write a guest post.
Read Ann’s post here on Leanna’s blog.
I Help People [Insert Catchy "Estate Planning" Phrase Here.]
I love practicing law in the areas of estate planning and trust administration. One aspect of practicing law is also marketing my myself, my practice areas and my firm to attract and retain clients.
One thing I am learning as a marketer (remember, I have to attract and retain clients) is developing an audio logo [...]
Turkey Talk
Don’t you think that estate planning,
financial planning and other sorts of financial preparation like saving
for college, retirement or purchasing life insurance would be less
taboo in general if people discussed these matters with their family
routinely?
I mean everyone already knows that Brit is divorcing Kevin.
Shouldn’t everyone know that you’ve got a great college savings account
opened up [...]
Commonalities in End of Life Situations.
I met with two gentlemen over the past week who were both recently diagnosed with end stage cancer. They were from completely different walks of life. One very wealthy and the other struggling to make ends meet.
They also needed legal services in different areas. One had a probate matter to be handled and another needed [...]
Umbrella Insurance Policies.
With the news about Jeffrey K. Skilling’s sentencing regarding Enron, it brought up an interesting discussion between me and Delia Fernandez. Delia posts often under Financial Advisories by Delia on this blog. She’s terrific, by the way.
We started talking about umbrella liability insurance policies and whether I knew that those policies paid for the legal [...]
