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Author: Joseph Lavelle

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  • Joseph Lavelle
  • November 18, 2023
  • Joseph Lavelle

Essential Legal Documents for 18-Year-Olds AND Young Adults: Safeguarding Your Child’s Future

Understanding the Need for Legal Documents: Even if an 18-year-old is still in high school or covered by parental health insurance, their parents’ automatic legal entitlement to protected records—academic, financial, and medical—expires. In California, parents require the adult child’s legal consent, expressed through specific legal documents,

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  • November 3, 2023
  • Joseph Lavelle

Avoiding Estate Planning Missteps: 3 Common Errors That Could Render Your Plan Ineffective

Incorporating a Trust into your estate plan is a wise choice, providing benefits such as probate avoidance, enhanced privacy, and asset distribution according to your wishes, along with potential lifelong asset protection for your loved ones. However, it’s crucial to understand that merely creating a Trust

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  • November 3, 2023
  • Joseph Lavelle

MYTHS FROM BEYOND THE GRAVE

MYTH: Estate plans are for older people. FACT: Estate plans are for anyone who has assets or anything of value, even if sentimental, that they want to leave to loved ones. This is especially important in California, where the probate process can be lengthy and expensive.

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