As a retiree, you are likely hoping to enjoy your “Golden Years” without having to... [Read more...]
Fair Isn’t Always Equal and Vice Versa
When you’re deciding how your assets should be divided at death, sometimes dividing them equally... [Read more...]
What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
When you’re deciding to whom to leave assets, most people choose their children or other... [Read more...]
Puerto Ricans are Unique, as Is Estate Planning for Them
Puerto Ricans hold a unique position under U.S. law. U.S. estate taxation treats those from... [Read more...]
Use the Exclusion or Lose It
Currently, each person can give $11.58 million during life or at death. However, that amount... [Read more...]
Building Flexibility into Your Plan
There are all sorts of formalities to an estate plan. Does that mean you can’t... [Read more...]
Planning for Incapacity
There is more to estate planning than disposing of your assets after your death. Planning... [Read more...]
What Does It Mean If Medi-Cal Imposes a “Waiting” Period?
Many seniors enter their retirement years knowing little about Medi-Cal, California’s Medicaid program, because they... [Read more...]
Proving Undue Influence in a California Will Contest
In the normal course of events, the terms of a decedent’s Last Will and Testament... [Read more...]
Who Will Make Healthcare Decisions for Me If I Can’t Make Them?
Like most people, you probably take the ability to make decisions for yourself for. What... [Read more...]
Planning Is Important
Planning is important. End-of-year tax planning is one part of that planning. This year you... [Read more...]
Estate Planning for Members of the LGBTQ+ Community
For members of the LGBTQ+ community, and their supporters, much has changed for the better... [Read more...]
