If you are concerned about the future of an elderly loved one, you are not alone.... [Read more...]
Estate Planning Terminology: Letters of Administration and Letters Testamentary
Letters of administration and letters testamentary are specific types of legal documents that are used in... [Read more...]
Trusts — Irrevocable Versus Revocable
Trusts are often an important tool used in the creation of an estate plan given... [Read more...]
All Parents Should Have an Estate Plan
Each day, many parents with young children put off the important task of planning for... [Read more...]
Can Medi-Cal Take Your IRA?
Employer sponsored pension plans are all but a thing of the past. In addition, Social... [Read more...]
Clarity is Key to Planning
Clarity is essential in an estate plan. This article by my friend and colleague Steve... [Read more...]
Consequences of Modifying an Irrevocable Trust
Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code... [Read more...]
Why Crowdfunding May Cost You Medi-Cal Eligibility
Each year, crowdfunding websites raise money for causes. Did you know such a website could... [Read more...]
Many Reasons to Plan
Each of us will die eventually. This article by my friend and colleague Steve Hartnett,... [Read more...]
Understanding Revocable Living Trust Terms
If you’re researching the revocable living trust, you may be confused about some of the... [Read more...]
Deciding if Some You Love Needs a Care Facility
It can be heart wrenching to decide if a family member or friend you love... [Read more...]
Why Does My Trust Have a Name?
Your trust has a name and a birthday. Both are used to identify your trust... [Read more...]
