COVID-19: The Ultimate Guide to Estate Planning

With the COVID-19 pandemic at large and death rates continuing to rise, the US now has more known cases than both China and Italy. During this current crisis, it’s best to remain calm and use this “stay well at home” time to do things you’ve been putting off. One such thing that may be worth considering during this unprecedented situation ...
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writing a contract

Wills vs. Trusts: Which Should You Choose?

Estate planning is a necessity for anyone with finances and property intended to pass on to another person or organization. How to plan your estate, however, is a larger question best answered by this fact: if you plan on leaving anything you own to beneficiaries, you will want to decide between using will or a trust – or potentially both ...
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flooded basement

Red Flags When Purchasing a Home

Purchasing a home can present many issues that must be acknowledged beforehand in order to prevent future issues. While in the process of looking for a home to buy, there are a number of things to look out for financially, psychologically, and physically when viewing any potential home. Red flags can give any homebuyer insight into whether the decision to ...
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coins with a wooden toy house

Different Types of Real Property Taxes and Fees

Taxes invade almost every aspect of our daily lives and property ownership is no exemption. When investing in such a large asset it is important to understand the different types of real property taxes and fees associated with the purchase. Although the process of buying a home is often handled by a real estate agent, it is important to know ...
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family during Christmas

6 Tips For Estate Planning Over The Holidays

For many people, the holidays are some of the few times a year that the entire family is together. Your family members are more relaxed and not as distracted by everyday obligations. It’s a great time to catch up, make memories, and discuss some important matters like estate planning. While it may feel awkward to initiate this kind of conversation, ...
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Mom getting child ready for school

5 Things to Think About: Choosing the Right Guardian for Your Child

Having children adds a new and extremely important dimension to your estate planning. You must designate a responsible guardian for your children while they are minors, in case you or your partner are no longer able to care for them. Choosing the right guardian for your child is one of the hardest and most important decisions you’ll ever make. Weighing ...
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Woman thinking while holding money.

5 Things to Do When You Get an Inheritance

Receiving an inheritance from a family member may seem like a blessing, but sometimes it can feel like a curse. In the next three to four decades, $30 trillion will transfer from baby boomers to their heirs. A lump sum of money may seem like it will last you a lifetime, but most people go through it in just a ...
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Older man looking at paper with woman

To Catch a Thief- How to Prevent Inheritance Theft

When you create a will or estate plan you may assume that your money will go to the intended heirs. But inheritance theft can happen right in front of your heirs, and the thieves will probably get away with it if the proper measures aren’t put into place to stop them. Since the thieves are usually family members, the fallout ...
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Picture of a person writing on notebook

3 Estate Planning Resolutions for the New Year

With another year behind you, it is a great time to review your estate plan. If you do not have an estate plan, it’s a great time to start one. Here are three estate planning resolutions you should consider for 2019: Estate Planning Resolution #1: Have the Talk There is no easy time to bring up estate planning with your ...
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How to incorporate digital life into an estate plan

How to Incorporate Your Digital Life into Your Estate Plans

In this modern age, our digital life has become almost as important as our normal everyday lives. Our online accounts, emails, social media profiles and digital subscriptions are all a part of our daily routines, so it’s natural to think about what will happen to them when you pass away. An estate planning attorney can help you navigate through the ...
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NOTE: The information contained herein is not intended to be legal advice and the reader should know that no Attorney-Client relationship or privilege is formed by the posting or reading of this article which is also not intended to solicit business.

Cristian R. Arrieta, Lowthorp Richards McMillan Miller & Templeman, A Professional Corporation, 300 E. Esplanade Drive Suite 850, Oxnard, CA 93036