by James Losaria | Aug 2, 2026 | Estate Planning, Probate
The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the balance and asked when she could begin making payments. She was grieving, overwhelmed, and certain...
by James Losaria | Jul 24, 2026 | Estate Planning, Probate, Trusts
Last week, we covered how it works when you create a trust through your will. This week, I’ll show you how a trust created during your lifetime (called a revocable living trust) functions differently, what your family experiences when you’ve set up a...
by James Losaria | Jul 10, 2026 | Estate Planning, Probate, Trusts
You’ve probably heard that trusts help families avoid probate court and protect assets for the people you love. Maybe you’ve even talked to a lawyer who mentioned including a trust in your will (aka Testamentary Trust). It sounds like a good solution, but...
by James Losaria | Jun 25, 2026 | Estate Planning, Probate, Trusts
This happens far more than it should. You signed a Power of Attorney (POA), named someone you trust, and filed it away with your important documents. You felt the quiet relief of having that handled. But here’s what most families don’t discover until...
by James Losaria | Jun 12, 2026 | Estate Planning
As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and families still face unique legal challenges. Despite the landmark decision in Obergefell v. Hodges that established marriage equality...
