You may be wondering how your affairs will be handled after your death, whether you... [Read more...]
What Happens After You Die…With or Without an Estate Plan (part 1 of 2)
Whether taking the time to create an estate plan or not, many people wonder how... [Read more...]
How to Choose the Right Trustee
Creating a successful estate plan requires you to make a number of important decisions. If... [Read more...]
Can a Beneficiary Get Rid of a Trustee?
If you are a beneficiary of a trust it means that you are entitled to... [Read more...]
5 Important Things to Remember If You Are a Trustee
Did you recently learn that someone appointed you to be the Trustee of a trust... [Read more...]
Learn More about Medi-Cal Planning during Older Americans Month
If you are a senior yourself, or will be in the near future, the month... [Read more...]
California Finally Approves ABLE Accounts
At long last, California has rolled out its ABLE accounts. Authorized by a federal law... [Read more...]
You May Still Face Probate After Creating Your Living Trust
Many folks create living trusts to, among other reasons, avoid the high costs of a California probate proceeding.... [Read more...]
What Are 529 Plans and What Are Their Advantages?
What are 529 plans? Can they be held in trusts? Read this blog by my... [Read more...]
ABLE Accounts
An ABLE account is a great strategy for someone who became disabled by age 26.... [Read more...]
Will My Father Qualify for Medi-Cal?
In recent years, more and more adult children are taking on the role of caregiver... [Read more...]
New Estate Tax Proposal
A new estate tax proposal would lower the amount passing free from tax to $3.5... [Read more...]
