While the past year has been a difficult for many of us, there is still... [Read more...]
Beneficiary Designations and the SECURE Act Basics
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
Is It Too Late for Medi-Cal Planning?
Ideally, you already incorporated Medi-Cal planning into your estate plan years ago so that you... [Read more...]
Social Media and Elder Abuse – How to Protect Yourself
For grandparents and other older family members, their best (and sometimes only) opportunity to find... [Read more...]
Should I Petition for Conservatorship of My Parent?
A strange, and often uncomfortable thing, frequently happens as our parents age – a sort... [Read more...]
Why You Should Choose a Successor Trustee
Given how popular trusts have become in recent decades, there is a very good chance... [Read more...]
Wills and Trusts Basics
Estate planning can seem a little overwhelming to someone who is new to the concept.... [Read more...]
Is Conservatorship Over My Parent the Best Answer?
Are you an adult child who is having to watch your parent’s physical and/or mental... [Read more...]
Key Things Every Trustee Needs to Know
Were you recently informed that someone appointed you to be the Trustee of a trust?... [Read more...]
Using a Trust to Help with LGBTQ Estate Planning
Recent legal victories within the LGBT community have certainly provided reason to celebrate; however, until... [Read more...]
Planning Now for the Possible Lowering of the Estate Tax Exclusion
There is a great deal of legislation pending in Congress and much is uncertain. But... [Read more...]
Post-Pandemic Updating: Beneficiary Designations
This is part of a series of articles on updating your plan now that we... [Read more...]
