If you’re like most people, you haven’t heard of qualified personal residence trusts. They are... [Read more...]
Don’t Forget Beneficiary Designations When Creating Your Estate Plan
When handling your estate planning affairs, it can be easy to forget to check your... [Read more...]
What Assets Count for Medi-Cal Eligibility?
At some point during your retirement years, there is a chance that you may need... [Read more...]
So, You are Looking at Hiring an Estate Planning Attorney
If you’re beginning to think about your estate planning needs, you’re probably considering hiring an... [Read more...]
Estate Planning: It’s Not Just About the Estate Taxes
The recent tax law has temporarily doubled the estate tax exemption. That doesn’t mean there’s... [Read more...]
You Never Know: Planning for the Unexpected
This article by my friend and colleague Steve Hartnett, an estate planning expert, examines the... [Read more...]
Planning for Frequent Flyer Miles
This article by my friend and colleague Steve Hartnett, an estate planning expert, examines the... [Read more...]
Incapacity Planning
Nobody wants incapacity, not for yourself and not for your loved ones. But planning for... [Read more...]
Why Estate Planning for Family Farmers Is So Important
There was a time in the United States when family owned and operated farms supplied... [Read more...]
How Does a Special Needs Trust Work?
Planning for the future takes on a heightened importance if you are the parent of... [Read more...]
Should You Review Your Estate Plan?
It may surprise you to know that estate planning is not one and done. Because... [Read more...]
Concerns about Beneficiaries Can be Addressed in Estate Plans
As life unfolds, our loved ones change and have evolving needs; and, new loved ones... [Read more...]
