A Valentine’s Day Love Letter: Writing Your Estate Plan Valentine’s Day is a time to celebrate love—love for your partner, your family, and those who make your heart full. While chocolates and roses are classic tokens of affection, there’s another way to express your love this year, one that lasts far longer than a bouquet:…
Why HIPAA’s New Privacy Protections Matter to You When it comes to estate planning, privacy is everything—especially when it involves your health information. Recent updates to the Health Insurance Portability and Accountability Act (HIPAA) add some important new protections for your sensitive information, particularly around reproductive health care. Let’s break it down. What’s Changed? The…
How to Update Your Estate Plan After Losing Your Home in a Fire The recent fires in Los Angeles have left many families facing unimaginable challenges. For those who have lost their homes, recovery often begins with rebuilding and navigating insurance claims. However, it’s also important to assess the impact of such a significant loss…
The Duties of a Health Care Agent in California: What You Need to Know In California, the responsibilities of a health care agent are primarily defined by state law. Acting as a health care agent is a significant responsibility that involves making health care decisions on behalf of another person, known as the principal. These…
The Estate Tax Exemption for 2025: A Gift That Won’t Last Forever Starting in 2025, the federal estate tax exemption will increase to $13.9 million per individual, up from $13.61 million in 2024, thanks to inflation adjustments. For married couples, this doubles to $27.8 million with proper planning. This exemption shields a significant portion of your estate from…
