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The VRLG Blog

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legacy

When Love, Legacy, and the Law Collide

Kari VoorheesApril 12, 2025

Picture this: A successful TV producer passes away, leaving behind a $29 million fortune, a sprawling estate, and a tangled web of relationships. What could go wrong? Oh, everything. This isn’t a Netflix drama. It’s the true story of Justin Bodle—the media mogul behind The Muppet Show’s British debut. When he died, his 2013 will…

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family home

Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Has Families on Edge

Kari VoorheesApril 6, 2025

When people think about estate planning, they usually think about wills and trusts—not obscure tax laws. But let us introduce you to one you should care about: the step-up in basis. There’s been talk in Washington about eliminating it, and if that happens? Families could face massive tax bills on inherited property. Like, “sell Grandma’s…

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wealth transfer

The Great Wealth Transfer Is Coming—But Without a Plan, It Could Be an $84 Trillion Mess

Kari VoorheesMarch 30, 2025

Everyone’s buzzing about “The Great Wealth Transfer”—a jaw-dropping $84 trillion projected to change hands between generations over the next 20 years. Sounds like champagne and private islands, right? Not so fast. Here’s the catch: most Americans still don’t have an estate plan. That means a giant chunk of that money could vanish into legal fees,…

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asset protection

Asset Protection Strategies for Entrepreneurs—A Step-by-Step Guide

Kari VoorheesMarch 14, 2025

When Lisa opened her boutique marketing firm, she never imagined being sued. But after an unexpected contract dispute, she faced a potential lawsuit that threatened her personal assets. Like many entrepreneurs, Lisa hadn’t taken the right steps to shield herself financially. If you’re a business owner, asset protection isn’t just for the ultra-wealthy—it’s essential for…

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The Truth About Business Succession Planning—Don’t Fall for These Myths

Kari VoorheesMarch 9, 2025

David had built a thriving accounting firm over 40 years. He assumed his son, Ryan, would naturally take over when he retired. They had a few casual conversations about it, but nothing was in writing. When David unexpectedly passed away, Ryan found himself in a legal and financial nightmare—disputes with his father’s business partner, IRS…

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estate planning for business owners

Estate Planning for Business Owners—Why It’s a Must, Not an Option

Kari VoorheesMarch 2, 2025

When Jake started his construction company 25 years ago, estate planning was the last thing on his mind. He focused on building his business, hiring the right people, and securing contracts. But as his company grew, so did his responsibilities—not just to his family but to his employees, partners, and clients. It wasn’t until a…

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preserve your legacy

Passing Down More Than Assets: How to Preserve Family Legacy Through Storytelling

Kari VoorheesFebruary 15, 2025

Maria had always admired her grandmother’s quilt, but it wasn’t until she inherited it that she truly understood its significance. Inside the folds of fabric, she found a handwritten note detailing the stories behind each square. One square was from her great-grandfather’s army uniform; another was made from her grandmother’s wedding dress. The quilt wasn’t…

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family dispute resolution

How Avoiding Probate Resolves Family Disputes and Preserves Legacies

Kari VoorheesFebruary 9, 2025

When Tom passed away, his family quickly learned that his will wasn’t enough. What followed was a year of probate—an emotionally and financially draining process that left his children bitter and fractured. Despite Tom’s best intentions, court fees piled up, disputes over sentimental items escalated, and cherished family memories were overshadowed by resentment. Probate is…

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act of love

Estate Planning as an Act of Love: Protecting What Matters Most

Kari VoorheesFebruary 2, 2025

Jenny loved being a mom. Raising her son Michael, who had special needs, brought her immense joy—but it also came with challenges. Jenny was Michael’s biggest advocate, navigating a maze of therapies and education plans to ensure he thrived. But one night, while watching Michael peacefully sleep, a thought struck her with a terrifying weight:…

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Voorhees Law Group PC

Headquartered in Chino, Voorhees Law Group PC serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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