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family legacy

Reflecting on Family Legacy: Does Your Estate Plan Reflect Your Life Today?

Kari VoorheesJanuary 19, 2025

When Lisa first created her estate plan 25 years ago, her main concern was naming guardians for her two kids. Fast-forward to today: her kids are grown, she has grandchildren, and her assets have grown significantly. Yet, her estate plan hasn’t been updated in decades. Lisa’s story isn’t uncommon. Many people think estate planning is…

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financial freedom in the new year

Financial Wellness in the New Year: Why a Will Isn’t Enough

Kari VoorheesJanuary 12, 2025

If you’ve worked hard to build financial stability, you probably think you’re set. You’ve got savings, a retirement account, maybe even some real estate. But without an estate plan, your financial wellness is only halfway there. Take the case of Linda and Peter. They had a will and thought that was enough to protect their…

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Estate Planning for the New Year

Starting the Year Right: 5 Essential Estate Planning Resolutions

Kari VoorheesJanuary 5, 2025

When Chris and Dana created their first estate plan 20 years ago, they felt a sense of relief. They’d written a will, named guardians for their kids, and even created a basic trust. But over the years, they rarely thought about it again. Fast-forward to last year: Chris passed away unexpectedly, and Dana realized their…

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Reflecting on the Past and Planning for the Future: Estate Planning Resolutions for the New Year

Kari VoorheesDecember 14, 2024

After her husband passed away, Claire realized how unprepared she was for the legal and financial challenges that followed. The lack of a clear estate plan left her navigating probate court, sifting through incomplete documents, and dealing with the uncertainty of what he might have wanted. It was overwhelming, but it also gave her clarity…

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Year-End Estate Planning Checklist: Wrap Up the Year with Confidence

Kari VoorheesDecember 7, 2024

When Ellen brought her estate plan into our office last December, she admitted it had been collecting dust for years. “I don’t even know what’s in here,” she said, flipping through the yellowed pages. Ellen had recently become a grandmother, and the joy of welcoming her first grandchild had sparked a realization: her estate plan…

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Giving the Gift of Peace: Estate Planning for the Holidays

Kari VoorheesDecember 1, 2024

When Mark and Julia first walked into our office last December, they were reeling from the aftermath of a sudden family loss. A close relative had passed away without a clear estate plan, leaving behind confusion, family disagreements, and a pile of unresolved legal issues. Watching their loved ones struggle, Mark and Julia realized they…

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estate planning conversations

Estate Planning Conversations to Have During Thanksgiving (Yes, It’s Possible!)

Kari VoorheesNovember 20, 2024

Estate planning may not be the first thing that comes to mind when you think of Thanksgiving, but hear me out—Thanksgiving is actually the perfect time to have these important family discussions. Why? Because everyone’s gathered together, feeling relaxed (and full of turkey), and it’s a natural time to reflect on what matters most: family,…

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gratitude

Gratitude and Generosity: Charitable Giving Strategies in Estate Planning

Kari VoorheesNovember 11, 2024

The holiday season is a time for giving, and for many people, that includes charitable donations. But did you know that incorporating charitable giving into your estate plan can have lasting benefits, not just for the causes you care about but also for your family’s financial security? At Voorhees Law Group, we help clients design…

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planning ahead

Planning Ahead: How Holiday Spending Affects Your Estate Plan

Kari VoorheesNovember 10, 2024

The holiday season is upon us, and for many families, that means increased spending on gifts, travel, and celebrations. Did you know Americans are expected to spend over $800 on gifts this year? While enjoying the holiday spirit is important, it’s also crucial to think about how this short-term spending fits into your long-term financial…

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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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