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Our Team
Benjamin J. Sowards Esq.
Patty Setser Esq.
Yvonne Richey
Cheryll ”Jo” Sek
Cheryl Lynn Nelson, CP
Krystal Roberson
Megan Gooing Esq.
Hailey Thomason
Jessica Schmitz
Michele Sowards
Practice Areas
Wills, Trusts and Estate Planning
Special Needs Planning
Estate Planning for Families With Young Children
Probate / Estate Administration
Trust Administration
Elder Law and Medi-Cal Planning
Pet Trusts
Crisis/Emergency Estate Planning
Litigation
Estate Planning During Divorce
Trust and Probate Litigation
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Private Retirement Plans
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Blog Posts Archive
Archives
Posts
2025-02-11:
Be Careful Relying on Life Insurance to Provide for Loved Ones
2025-01-23:
Myths and Frequently Asked Questions: Estate Planning for Newlyweds
2025-01-16:
Handling a Loved One’s Debts After They Die
2025-01-14:
Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?
2025-01-13:
10 Ways to Maximize Your Social Security Retirement Benefits
2025-01-10:
Avoiding Property Tax Foreclosures for Older Adults
2025-01-08:
2024 Annual Gift and Estate Tax Exemption Adjustments
2025-01-05:
Estate Planning for Surviving Spouses
2025-01-03:
Building an Estate Plan for Adult Children with Disabilities
2024-12-29:
AI and Obituaries: Did AI Write This Death Announcement?
2024-12-27:
Are You a Family Caregiver? New Bill Seeks to Lower Costs
2024-12-23:
Estate Planning – Should I Divide My Assets Equally?
2024-12-21:
Probate Process – A General Timeline
2024-12-18:
Lifetime Money Management for Children With Disabilities
2024-12-15:
7 Common Inheritance Mistakes to Avoid
2024-12-13:
Could Medicaid Payback Rules Come to an End?
2024-12-10:
The Costs of the Rising Cost of Long-Term Care
2024-12-08:
High School Graduation – A Good Time for Financial Planning
2024-12-05:
How Life Insurance Is Involved in Estate Planning
2024-12-02:
IRS Announces 2025 Gift and Estate Tax Exemptions
2024-11-29:
The Great Wealth Transfer: Managing Your Inheritance Wisely
2024-11-25:
Avoiding 4 Main Obstacles to Digital-Era Estate Planning
2024-11-22:
How to Make Your Inheritance Last
2024-11-20:
3 Tips for Every New Homeowner
2024-11-17:
Here Are Six Steps You Should Take Before Moving Your Parents Into Assisted Living
2024-11-15:
How Do I Know if I Need Probate?
2024-11-12:
Who Should Inherit the Farm?
2024-11-10:
The Importance of Keeping Your Powers of Attorney Up-to-Date
2024-11-07:
How Artificial Intelligence Is Changing Caregiving for Seniors
2024-11-04:
An Elder Law Attorney Will Help Guide You Through the Estate Planning Process
2024-11-01:
How Do I Know if I Need Probate?
2024-10-29:
Prenuptial Agreements Are Appropriate at Any Age
2024-10-26:
Add a Personal Property Memorandum to Your Will or Trust
2024-10-24:
Avoid These Mistakes When Planning for a Disabled Family Member
2024-10-22:
You Have a Will, but Is That Enough?
2024-10-20:
Can I Have Both Employer Insurance and Medicare?
2024-10-18:
Waivers for Nursing Facility Care in the Home Under Medicaid
2024-10-16:
Digital Estate Planning: How to Avoid 4 Obstacles
2024-10-14:
The Guide to Contesting a Will
2024-10-12:
Understanding the 2022 COVID-19 National Preparedness Plan
2024-10-09:
How to Choose the Best Home Care Provider for Your Parents
2024-10-07:
Is Aging in Place Right for Me?
2024-10-05:
How Community Property Affects Estate and Tax Planning
2024-10-02:
Summary of a Trustee’s Role
2024-09-30:
Revocable Trusts: An Overview
2024-09-28:
Elder Law Attorney: What Do They Do?
2024-09-26:
Aduhelm Medications Are Effective at Treating Alzheimer’s Disease
2024-09-23:
Providing Long-Term Care: A Dilemma of Affordability
2024-09-21:
8 Tips for Having ‘The Talk’ with Elderly Parents
2024-09-19:
Prepare, Don’t Wait for an Emergency
2024-09-17:
Estate Planning After Divorce
2024-09-14:
Who Are Parties to an Estate?
2024-09-11:
California Removing Asset Test for Medi-Cal Eligibility
2024-09-09:
Don’t Forget to Fund Your Revocable Trust
2024-09-06:
What Will Happen When the Gift and Estate Tax Exemption Gets Cut in Half?
2024-09-03:
Planning for Your Digital Legacy
2024-09-01:
3 Tips When Including Caregivers in Your Estate Plan
2024-08-29:
How Long Does an Executor’s Job Take?
2024-08-27:
How Cryptocurrency and NFTs Fit Into Your Estate Plan
2024-08-25:
5 Estate Planning Tips for the Non-Traditional Family (Which Odds Are Includes Yours)
2024-08-22:
5 Rights That Trust Beneficiaries Have
2024-08-20:
How to Deal with an Estranged Child in Your Estate Plan
2024-08-17:
The Basics of Estate Administration
2024-08-14:
5 Smart Estate Planning Strategies for High Net Worth Families
2024-08-12:
After a Dementia Diagnosis: Preparing for the Future
2024-08-10:
Make Reviewing Your Estate Plan One of Your New Year’s Resolutions
2024-08-08:
Leaving an IRA to a Special Needs Trust Is No Longer Such a Bad Idea
2024-08-05:
How an Irrevocable Life Insurance Trust Can Be Used to Avoid or Reduce the Estate Tax
2024-08-02:
When Should You Start Helping With Your Parents’ Finances?
2024-07-30:
How To Avoid Problems as a Trustee
2024-07-28:
Step-Up in Basis and Why It Matters in Estate Planning
2024-07-25:
Probate v. Non-Probate: What is the Difference?
2024-07-23:
Tailoring a Will & Power of Attorney for Multiple States
2024-07-20:
What Happens to Assets Left in a Special Needs Trust (SNT) on the Death of the Beneficiary?
2024-07-18:
Does Medicare Pay for Assisted Living?
2024-07-15:
Start 2023 Prepared: Reassess What Matters Most
2024-07-13:
How to Give Gifts to Your Grandchildren
2024-07-10:
2023 AARP Report Recommends Supports for Family Caregivers
2024-07-07:
Does Power of Attorney End at Death?
2024-07-05:
This Tax Season, Seniors Can Get Free Assistance
2024-07-03:
Are Wills Public Record? : Estate Planning Q&A
2024-07-01:
Appointing an Executor? Here’s What an Executor Cannot Do
2024-06-30:
Don’t Wait Until You’re Sick to Create an Estate Plan
2024-06-27:
Using a Roth IRA as an Estate Planning Tool
2024-06-25:
Medicare Extra Help Program Set to Expand in 2024
2024-06-22:
Why Hire an Elder Law Attorney?
2024-06-20:
6 Facets of Estate Planning that LGBTQ+ Couples Should Know
2024-06-18:
What is a Life Estate?: Estate Planning Basics
2024-06-16:
When Should I Include a Pour Over Will in My Estate Plan?
2024-06-14:
3 Common Probate Questions: Estate Planning Basics
2024-06-11:
Ashes to Ashes, or Ashes to Soil? Is Human Composting Real?
2024-06-09:
What Does Incapacitated Mean in Elder Law & Estate Planning?
2024-06-06:
Watch Out for These Potential Problems with Life Estates
2024-06-03:
Inherited Retirement Accounts: Minimizing Tax Consequences
2024-06-01:
3 Tips for Prepping for Medicare Annual Enrollment 2023
2024-05-30:
The Benefits of Continuing Care Retirement Communities
2024-05-28:
Using 529 Plans for a Grandchild’s Higher Education
2024-05-26:
Do You Need a Trust?: Estate Planning Q&A
2024-05-22:
Do You Need a HIPAA Release?
2024-05-20:
14 Essential Questions to Ask Aging Parents This Holiday
2024-05-18:
Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have
2024-05-16:
Establish a Trust to Pass Wealth and Family Values on to Your Children
2024-05-14:
Estate Planning for Blended Families
2024-05-12:
The Potential Outcomes of Disinheriting a Child
2024-05-09:
Estate Planning Awareness Week is Here!
2024-05-07:
The Importance of a Will
2024-05-05:
Planning for When Your Special Needs Child Turn 18
2024-05-03:
Managing Your Estate as an Entrepreneur
2024-05-01:
The Various Ways to Hold Title to Property
2024-04-30:
The Five Common Mistakes Made in Estate Planning
2024-04-28:
Don’t Let Your Family Feud End up in Court
2024-04-25:
Larry King’s Sad Legacy
2024-04-23:
Being There for a Loved One Who Is in a Nursing Home
2024-04-21:
Think Twice About Do-It-Yourself Estate Plans
2024-04-19:
The Silver Lining in a Pandemic
2024-04-17:
The Aging Process and Sleep Problems
2024-04-14:
This Month is Brain Injury Awareness Month
2024-04-11:
An Overview of Pet Trusts
2024-04-09:
A Creditor’s Ability to Disrupt Probate
2024-04-07:
Overmedicating Those With Alzheimer’s Disease Can Lead To Serious Side Effects
2024-04-05:
Improve Your Home to Age in Place
2024-04-03:
Options for Long-Term Care in 2022
2024-03-30:
The Process of Claiming Guardianship of an Elderly Parent
2024-03-27:
Managing the Financial Needs of Children With Special Needs
2024-03-25:
Probate Litigation: How to Avoid It
2024-03-22:
Taking Special Needs Into Account When Planning Your Estate
2024-03-20:
Geriatric Care Managers Are in Greater Demand
2024-03-17:
There Are Times When Giving Is Better Than Receiving
2024-03-15:
Financial Abuse and Fraud Among the Elderly
2024-03-10:
Having an Estate Planning Discussion with Your Spouse or Partner
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