Choosing the right Agent under a Power of Attorney is one of the most important... [Read more...]
Nongrantor Trusts Can Be Very Useful in Certain Situations
A trust may be taxed as either a grantor trust or a nongrantor trust. Each... [Read more...]
Grantor Trusts Provide Flexibility and Ease
A trust may be taxed as either a grantor trust or a nongrantor trust. Each... [Read more...]
Special Needs Planning Offers Critical Protections
If you have a loved one with special needs and you want to include him... [Read more...]
Differences Between a “Conservator” and a “Guardian”
The terms conservator and guardian vary in their usage from state to state. In California,... [Read more...]
Who is Eligible for Veterans Aid and Attendance Benefits?
An important benefit available through the Department of Veterans Affairs is commonly called the Aid... [Read more...]
What Are the Rules of Intestacy in California?
When a loved one passes away, one of the first practical steps that should be... [Read more...]
Estate Planning for Adult Children Suffering from Alcoholism
Estate planning can extend your loving support and guidance to your children even after you... [Read more...]
How Are Trusts Taxed?
Trusts are useful vehicles both during life and after death. This article by my friend... [Read more...]
QDRO: Not Just for Divorce Anymore
Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial... [Read more...]
A Basic Guide to Trusts
If you’re thinking about your estate planning affairs, you may be considering the use of... [Read more...]
Making Estate Planning Easier
If you are intending to create or update your estate plan in 2019, congratulations. Unfortunately,... [Read more...]
