Question 1: What is business transition planning? For the business owner, determining what is the... [Read more...]
Preventing Family Discord With a Personal Property Distribution Letter
When it comes time to distribute your assets to your family after you die, you’ve... [Read more...]
3 Questions About the Generation-Skipping Transfer Tax
Question 1: What is the generation skipping transfer tax? The generation-skipping transfer tax is a... [Read more...]
Getting a Grip on Long Term Care Insurance
The cost of long-term care, such as paying for a nursing home, continues to rise... [Read more...]
Frequently Encountered Medi-Cal Myths
Whether you are developing a Medi-Cal plan, or are curious about how Medi-Cal applies to... [Read more...]
Elder Care Can Cost Children
Studies show that by 2050 the portion of the population aged 65 and over will... [Read more...]
Estate Planning for the Pregnant Woman
Whether you are new to estate planning or have already created a plan, the general... [Read more...]
When Should I Update My Estate Plan?
They say that one thing leads to another, and this is certainly true when you... [Read more...]
Death and Debts – 3 Questions
Question 1: Who is responsible for paying the deceased relatives debts? In general, only a... [Read more...]
A Charitable Trust – Not Just For The Wealthy
For many people, the chance to use your wealth to support a worthy cause or... [Read more...]
Practical Steps Checklist for your Financial Power of Attorney
Step 1: Review it. Before ever trying to use your power of attorney you should... [Read more...]
California Advance Health Care Directive – 5 Important Elements
Element 1: Health care power of attorney. A California Advance Health Care Directive (AHCD), which... [Read more...]
