One of the big stories in the elder law community these days involves the fact... [Read more...]
Planning Considerations for Real Families
In an ideal world, all of our children or other beneficiaries would be fully grown,... [Read more...]
Do I Need Long-Term Care Insurance?
Over the last century, the average life expectancy of an American has almost doubled. While... [Read more...]
Estate Planning for Singles
One of the most pervasive and dangerous myths about estate planning is the belief that... [Read more...]
The Power in Powers of Appointment
Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning... [Read more...]
Business Succession Planning May Be Easier than You Think
Many Estate Planning attorneys shy away from business succession planning, but if you approach it... [Read more...]
Just When You Thought You Understood the 10-Year Rule, Think Again
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
What an In Terrerem Clause Can Do for You
Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to... [Read more...]
Let’s Talk about Trusts…and Taxation
Estate planning attorneys need to understand and explain taxation of trusts in order to properly... [Read more...]
What Estate of Marion Levine Means for Life Insurance
Life insurance has long been part of Estate Plans, whether used to ensure liquidity for... [Read more...]
Is It Too Late for Medi-Cal Planning?
Accepting the reality that you (or a loved one) need the type of care that... [Read more...]
Application of the Transfer for Value Rule to the Sale of Life Insurance
Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must... [Read more...]
