One of my earliest memories of “home” is walking into my grandparents’ house in Redlands, in the early 1970s. There was a special plaque on the wall, which etched itself so deeply into my heart that it has stayed with me my entire life. There was always some kind of...
Blended families are more common than ever, especially as divorce and remarriage become increasingly typical. However, when it comes to estate planning, these modern family dynamics can create complications that may lead to conflicts after a loved one’s death. The law...
Back in the day, when I was a young lad growing up in the OC, Mr. Holly Jolly Christmas himself, Burl Ives, showed up at an assembly when I was in second grade at Tustin Elementary School and entertained us kiddos with a whole mess of Christmas songs, one of which, of...
Did you feel that shift in the real estate market after Nov. 5, 2024? I sure did! The past six weeks have been some of the busiest of the year for me, with more homeowners asking for my help and more would-be buyers returning to the market armed with fresh loan...
Well, it won’t be long before Jolly old Saint Nick comes plunging down my chimney. Actually, I believe he will have one heck of a time plunging down my chimney. What I mean is that I’ve noticed that the jolly old elf has put on quite a few more pounds of late, if you...
In California, the roles of successor trustee and executor both involve managing and distributing a loved one’s assets after they pass away, but they differ significantly in responsibilities, costs and court involvement. Understanding these differences is essential...
