ronen_private_wealth

ronen_private_wealth Estate Planning Specialists | Trust Administration
We help create & protect your legacy

Estate planning is not only about who receives your assets. It is also about who controls them and how they are distribu...
09/17/2026

Estate planning is not only about who receives your assets. It is also about who controls them and how they are distributed. That distinction is often misunderstood, especially when trusts and fiduciaries are involved. Swipe through to learn more.

Understanding the difference between what it means for someone to own and control an asset is a critical part of building an estate plan that truly works the way you intend. If you have questions about trusts, fiduciaries, or how to structure your plan for your needs, call us today.

Many families assume the court can simply fix estate problems after someone passes away. In reality, a judge’s role is m...
09/08/2026

Many families assume the court can simply fix estate problems after someone passes away. In reality, a judge’s role is much narrower than most people realize. Swipe through for a few important truths about what courts can and cannot do after death.

If you would like help creating or updating an estate plan designed to reduce confusion and protect your loved ones, call us today. We are happy to help.

When was the last time you reviewed your estate plan? If your answer is “it has been a while,” you are not alone. Many p...
08/31/2026

When was the last time you reviewed your estate plan? If your answer is “it has been a while,” you are not alone. Many people assume their estate plan is complete once it is signed, but in reality, it should be revisited over time to ensure it continues to reflect your wishes.

Here are a few key things to keep in mind:

🔹Regular Reviews Matter - It is often recommended that you review your estate plan every three to five years to keep it aligned with your current circumstances.

🔹Life Change Updates - Events like marriage, divorce, or welcoming a child should prompt a timely review, ideally within 60 to 90 days after the event.

🔹Know the Common Triggers - The “5 Ds” (death, disability, divorce, distance, and descendants) are considered the most common triggers for a review.

An estate plan should grow and change with you. If it has been a few years since your last review, our team is here to help. Contact us today to get started.

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who re...
08/25/2026

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who receives payouts from key financial accounts and can even override what is written in a will. Swipe to learn more.

Ensuring your beneficiary designations are aligned with your estate plan can help. If you need help reviewing or updating your beneficiary designations, contact our office.

Do you know the difference between a last will and testament and a living will? Most people assume they cover similar gr...
08/20/2026

Do you know the difference between a last will and testament and a living will?

Most people assume they cover similar ground because of their similar names, but they actually serve very different purposes, and both are important parts of a complete estate plan. Swipe through for a clear look at what each document does and why you need both.

If you have estate planning questions, reach out to our office today. We are here to help ensure your wishes are fully protected.

Estate planning conversations are among the most meaningful discussions a family can have and among the most avoided. Th...
08/11/2026

Estate planning conversations are among the most meaningful discussions a family can have and among the most avoided. The discomfort is understandable, but the cost of not having them can be significant. Swipe through for practical tips to help you approach these conversations with confidence and clarity.

If you have questions about the estate planning process or are looking to review your existing estate plan, give our office a call today. We are here to help.

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make in...
08/06/2026

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make informed decisions about your end-of-life planning.

So, with that in mind, our team wanted to highlight several foundational pillars that every comprehensive estate plan should address. Swipe for more information.

Knowing the basics of estate planning is one of the first steps to creating a strong, protective plan. The next step is working with dedicated estate planning attorneys like our team. We are here to help guide you and your loved ones through the estate planning process and ensure that your wishes are protected. Give the team a call today, and we can get started.

As you might know, August is National Make a Will Month — making now the perfect time to revisit one of the most crucial...
08/04/2026

As you might know, August is National Make a Will Month — making now the perfect time to revisit one of the most crucial parts of an estate plan.

Wills provide clear legal direction so your intentions can be carried out the way you want upon your passing. Without a will in place, such decisions may be left to the state, which might not carry out your intentions the way you would prefer.

With this in mind, we wanted to share a brief overview of some commonly asked questions about wills. Swipe for more information.

If you would like to review your current will or talk through how it fits into your overall estate plan, feel free to reach out. We are always happy to walk through your situation with you and help identify any gaps or updates that may be worth addressing.

Estate planning is one of those important tasks many people intend to complete but often delay. Taking the time to organ...
07/30/2026

Estate planning is one of those important tasks many people intend to complete but often delay. Taking the time to organize key documents and decisions now can help protect your legacy and make things easier for the people you care about most. Swipe to learn more.

Estate planning is ultimately about preparation, protection, and peace of mind. If you have questions or would like to create or update your estate plan, please contact us. Our team is here to help guide you through the process.

Understanding how your assets will be transferred after your death is one of the most important parts of estate planning...
07/28/2026

Understanding how your assets will be transferred after your death is one of the most important parts of estate planning and can be one of the most misunderstood. Assets are commonly transferred automatically upon death or manually by an executor. Swipe to learn about the key differences between these two choices.

If you have questions about how your assets will transfer or want to review your current plan, our team is here to help. Call us today to get started.

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Beverly Hills, CA
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