The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, a computer engineer from Wales, who has now spent more than a decade fighting to recover a discarded hard drive containing the private key to his Bitcoin fortune. Here’s what …

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan Read More »

Gene Hackman’s Estate: A Wake-Up Call

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples especially – regardless of your net worth.  Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and you don’t leave a mess …

Gene Hackman’s Estate: A Wake-Up Call Read More »

Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a mess for the people you love. Great work. But here’s …

Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential Read More »

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your stomach drops as you realize a significant portion of your savings could be at risk …

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits Read More »

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While a deeply personal choice, being unmarried adds layers of legal and financial complexity that can’t be ignored, especially when it comes to protecting your assets and loved ones. Imagine this: you’ve built …

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love Read More »

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ

As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s one crucial aspect of travel planning that often gets overlooked: ensuring your children’s safety and care if something unexpected happens to you during your trip. …

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ Read More »

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your marriage, your assets, or your rights will be recognized in the future. …

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples Read More »

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in “Beverly Hills, 90210,” “Heathers” and “Charmed,” Doherty not only faced a courageous and public battle with breast cancer but also raced against time to finalize her divorce and protect her …

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy Read More »

The Unexpected Challenges of Being an Estate Executor

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and emotional labor than expected. Understanding these challenges now can help you better prepare, …

The Unexpected Challenges of Being an Estate Executor Read More »

LRR

TEMECULA
27555 Ynez Road
Suite 110
Temecula, CA. 92591

CALL / FAX US
P: 951.677.7774
F: 951.824.7566

ABOUT US

With combined experience of over 50 years we have assisted and supported our clients, their families and businesses through many different situations. We focus on seeking solutions rather than creating problems for our clients. Whether you need support and services in litigation (family law, business and personal injury), would like mediation or need Estate Planning services, we will meet your needs with exceptional skill, ability and experience. We offer our clients compassion, integrity and respect.

Scroll to Top