Blogs

Parents, Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place

One of my greatest passions as a Santa Barbara estate planning lawyer is teaching parents how to wisely prepare for death. I realize the possibility of dying while your children are still young can be difficult to accept, and that’s why many parents choose to not think about it. Unfortunately, this fear can prevent parents…

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Tips When Caring for an Out-of-State Elderly Parent

One of the hardest things an adult child must handle is the responsibility of overseeing their elderly parent’s care. As a Santa Barbara elder law attorney, I find that this situation is only made harder when the child and parent live in different states. While arranging for transportation, healthcare, and day-to-day activities is challenging, matters…

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What Are the Warning Signs of Dementia?

Dementia is one of the most devastating conditions affecting seniors, resulting in an eventual loss of cognitive functions. While there is no cure for dementia or the two leading diseases that cause dementia, Alzheimer’s and Lewy body dementia, there are treatments that can slow the effects and help make life more manageable. In order for…

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How Does a Healthcare Directive Work in Santa Barbara?

As a Santa Barbara will and estates attorney, I’m often asked, “How does a Healthcare Directive or Living Will work in California?” Essentially, an Advance Healthcare Directive, sometimes referred to as a Living Will in California, is a legal document that spells out your wishes for healthcare if you are incapacitated or otherwise unable to…

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“Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

The answer to this question and so many other estate planning questions is, “Yes, but….”. It is true that if you own an asset jointly with rights of survivorship in California, the joint tenant will automatically retain ownership of the property when you pass away. The assets held in joint tenancy will avoid probate when…

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What are the Warning Signs of Dementia? (SB Elder Law)

Dementia is one of the most devastating conditions affecting seniors, resulting in an eventual loss of cognitive functions. While there is no cure for dementia or the two leading diseases that cause dementia, Alzheimer’s and Lewy body dementia, there are treatments that can slow the effects and help make life more manageable. In order for…

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Reduce Your Tax Burden with a Qualified Personal Residence Trust

A family home or vacation property is often the most valuable asset in their estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, most heirs simply cannot afford the tax bills…

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Santa Barbara Estate Planning and Elder Law: How to Prepare for an Unexpected Disability

As a Santa Barbara will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability. Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away….

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Should My Elderly Parent Be Driving?

One of the hardest things a senior must come to grips with is that he or she can no longer operate an automobile safely. However, this is not usually something they’ll admit to themselves, even if they know it’s the truth. Most of the time it is up to their adult children to determine when…

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July: Sandwich Generation Month

By Julianna Malis, Attorney at Law July is Sandwich Generation month. If you’re wondering what the Sandwich Generation is, the average age of parents raising children in the US has continued to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation:  often still raising kids at home when…

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