Live Oak Estate Planning

08/28/2026

Your trust may need a tax-law checkup.

Recent changes could affect trusts that generate income and distribute money to beneficiaries.

Your trust should not just exist. It should be current, properly funded, and aligned with your family’s needs.

If your trust has not been reviewed recently, now is a good time to take a closer look.

Contact Live Oak Estate Planning to learn more.
https://liveoakestateplanning.com/

08/25/2026

There’s still time to save your seat.

Join Live Oak Estate Planning on Wednesday, August 26, for the first workshop in the Hard Conversations series:

Hard Conversation: Guardian Nomination

Learn why choosing a guardian is one of the most important decisions you can make for your children, even if you’re not here to make that decision yourself.

Enjoy coffee, pastries, and an honest conversation led by Sati McLafferty, Estate Planning Attorney.

Wednesday, August 26
9:00 a.m. PDT
415 W. Foothill Blvd., Suite 134
Claremont, CA 91711

Scan the QR code on the flyer to reserve your seat, or visit liveoakestateplanning.com.

08/20/2026

Your business needs more than a will.

A personal will may explain what happens to your personal assets. It does not answer the business questions:

• Who will run the company?
• Who will inherit your ownership interest?
• Can your partner buy out your family?
• What happens to employees, clients, contracts, and debt?
• Is there enough funding for a smooth transition?

August is Make-A-Will Month. Use it as a reminder to create a real succession plan for the business you worked so hard to build.

Contact Live Oak Estate Planning to start the conversation.
https://liveoakestateplanning.com/

08/18/2026

You signed a Power of Attorney. Your family is protected… right?

Not always.

A valid POA can still be rejected by a bank when your family needs it most. That can create delays, stress, and unnecessary complications during a crisis.

Estate planning is not just about having documents. It’s about making sure those documents work in real life.

If you’re unsure whether your plan would hold up when your family needs it, it may be time for a review.

Contact Live Oak Estate Planning to get started.

08/15/2026

The Hard Conversations: A Guardian Nomination is happening this month.

Choosing who will care for your children if you can’t is one of the most important decisions you can make, yet it’s a conversation many families avoid.

Join Live Oak Estate Planning for a thoughtful discussion about guardian nominations, what families should consider, and how to make your wishes clear.

Reserve your spot:

Explore Live Oak Estate Planning workshops and events designed to help you plan with confidence, protect your family, and understand your next steps.

08/14/2026

Your business is part of your family’s future. But could it continue if you were unable to run it?

Business and estate planning can help protect your company’s value, organize important information, and give your family clear instructions during an emergency.

Live Oak Estate Planning helps business owners prepare for succession and protect the people who depend on them.

Schedule a consultation to get started.
https://liveoakestateplanning.com/

08/11/2026

Having your child work in the family business does not automatically create a succession plan.

If you retire, become unable to work, or pass away, several questions need clear answers:

• Who will own the business?
• Who has the authority to make decisions?
• How will the business be valued?
• What happens to family members who are not involved?
• Can the business continue during the transition?

Live Oak Estate Planning helps business owners coordinate their business succession and estate plans, protect the company’s value, and reduce confusion for the next generation.

Do not leave the future of your family business to assumptions. Contact Live Oak Estate Planning to schedule a complimentary 15-minute discovery call.

https://liveoakestateplanning.com/

08/06/2026

Will your family inherit your debt when you die?

The answer is not always simple.

In many cases, debts are paid from your estate before anything is passed to your loved ones.

But there are exceptions.

Co-signed loans, joint accounts, mortgages, and certain debts in community property states can create problems your family may not see coming.

Estate planning is not just about who gets your assets.

It is also about making sure your loved ones understand what you own, what you owe, and what steps need to happen when you are gone.

At Live Oak Estate Planning, we help families plan with the full picture in mind.

Learn more:
https://liveoakestateplanning.com/

08/05/2026

Join Live Oak Estate Planning for our first Hard Conversations event: Guardian Nomination Workshop.

This free workshop is designed to help parents make one of the most important decisions for their children: who would care for them if they could not.

We’ll have coffee, pastries, and an honest conversation about guardian nominations, estate planning, and how one decision can help protect your kids if you are not here.

Date: August 26
Time: 9:00 AM
Location: 415 W. Foothill Blvd., Suite 134, Claremont, CA 91711

Reserve your seat by scanning the QR code or visiting:
https://liveoakestateplanning.com/

07/30/2026

An unexpected loss brings enough grief. Your family should not also be left searching for accounts, paying urgent expenses, or guessing what you wanted.

Estate planning is not only for older adults or wealthy families. A complete plan can help:

• Organize important accounts and assets
• Name guardians for minor children
• Provide clear legal instructions
• Give trusted people the authority to act
• Reduce delays and confusion

We help families create Life & Legacy Plans that protect the people they love and prepare them for the unexpected.

Contact Live Oak Estate Planning to schedule a complimentary discovery call.
https://calendly.com/sati-liveoakestateplanning/discovery-call?month=2026-07