Think trusts are only for the wealthy? Santa Barbara estate planning attorney Jillian Cardona breaks down who actually needs a trust in California — and why it’s not about how much you have.
by POM Planning Team | Estate Planning, Estate Planning Basics for Parents | 0 Comments
Think trusts are only for the wealthy? Santa Barbara estate planning attorney Jillian Cardona breaks down who actually needs a trust in California — and why it’s not about how much you have.
by Jillian Cardona | Estate Planning | 0 Comments
As estate planning attorneys, we understand that planning for the future can feel overwhelming. However, the importance of estate planning cannot be overstated. It's not just about distributing your assets; it's about protecting your legacy and ensuring your loved...
by Jillian Cardona | Estate Planning | 0 Comments
Have you ever considered what happens to your medical decisions if you're unable to speak for yourself? It's a thought many of us push aside, but it's a crucial conversation to have. This is where the health care proxy, also known as a durable power of attorney for...
by Jillian Cardona | Estate Planning | 0 Comments
While many are acquainted with the concept of a “last will and testament”, few understand the urgency of creating one sooner rather than later. It's more than just a document; it's a shield that safeguards you, your loved ones, and your assets. To ensure it stands...
by Jillian Cardona | Estate Planning | 0 Comments
Ever mulled over a will? Then you've probably heard of trusts. They're like the dynamic duo of estate planning – Batman and Robin, if you will. But trusts are a diverse lot, and not every type ties back to a will. Some trusts even come into play while the beneficiary...
by Jillian Cardona | Estate Planning | 0 Comments
The holiday season is all about togetherness, reminiscing about the past, and looking forward to the future. While it's not the cheeriest topic during festive dinners, it's worth pondering what legacy you aim to leave behind. What dreams do you harbor for the next...
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