Blogs

Santa Barbara Estate Planning Lawyer: 5 Estate Planning Must-Haves

By Santa Barbara Will and Trust Attorney Julianna Malis Santa Barbara estate planning lawyers are often asked by their clients to explain what comprises a basic estate plan. Unfortunately, there’s no simple answer to this question because an estate plan all depends on the situation and the needs of the individual. For instance, a basic…

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Santa Barbara Elder Law Attorney: When is it Time to Take Away the Car Keys?

By Santa Barbara Elder Law Attorney Julianna Malis 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…

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Santa Barbara Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate

By Santa Barbara Will and Trust Attorney Julianna Malis If you’ve heard of a 529 Plan, you probably think of it as a means of education funding for your children or your grandchildren. These plans are sponsored by state agencies or educational institutions, and they’re available to people of all income brackets. While a 529…

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How Long Does It Take to Settle an Estate in Santa Barbara County, California?

One of the most common questions asked when it comes to settling an estate in Santa Barbara County is, “How long is this going to take?” The answer to that question is, of course, going to vary depending upon several factors. In some situations, Santa Barbara County probate may just take several weeks or a…

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Santa Barbara Will and Trust Lawyer on How to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process

If you’re not familiar with Marie Kondo, take some time this week to watch one of her videos on YouTube or check out her new Netflix series, Tidying Up with Marie Kondo. It’s incredible to watch the relief and joy that people experience just by implementing her simple strategies to get organized and take back…

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Before You Hire a Santa Barbara Elder Law Attorney…Ask These 10 Questions First!

You could never fit the dreams, goals, and desires of your family into a one-size-fits-all box. Nor can you fully anticipate the unique challenges, changes, and loss you and your loved ones may face ahead. As impossible as it is to predict your future and generalize your dreams, that’s how equally impossible it would be…

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Santa Barbara Will and Trust Attorney: How to Talk to Your Adult Children About the Inheritance You Plan on Leaving Them

By Santa Barbara Will and Trust Attorney Julianna Malis As people get into their senior years, it is natural to start thinking about the end of life. Those thoughts can bring about concern regarding the type of inheritance to leave to adult children and exactly how to carry out your wishes when passing down your…

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Santa Barbara Elder Law Attorney: 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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Santa Barbara Estate Planning Attorney: Can I Use a Revocable Living Trust for Asset Protection?

Trusts are excellent legal tools that can be used to accomplish most estate planning and asset protection planning goals. The most common type of trust is a Revocable Living Trust which will hold your assets and help avoid the Santa Barbara County probate process when you pass away. However, Santa Barbara estate planning attorneys warn…

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Santa Barbara Will and Trust Lawyer: Three Considerations When Planning for a Child with Special Needs

Your time and energy are spent helping your child with special needs to get the most out of life. But, have you ever considered what would happen to your child if you were to suddenly become incapacitated or pass away? Working with a Santa Barbara will and trust lawyer experienced in special needs law is…

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