A common inquiry from clients is what legal documents do they need to protect themselves... [Read more...]
What is a California Advance Health Care Directives?
Advance health care directives are the medical portion of a California estate plan. They typically include... [Read more...]
Jointly Owned Property And Probate
There are two types of probate, living probate and probate at death. Joint tenancy, a... [Read more...]
Top Reasons Your Estate Plan May Fail You (part 2 of 2)
You not only need to an estate plan, but you need one that will meet... [Read more...]
Top Reasons Your Estate Plan May Fail You (part 1 of 2)
While it’s important to create an estate plan, there are many things that can go... [Read more...]
Financial Exploitation of the Elderly — Signs that Your Parent May Be a Victim
As we age, so do our parents. At some point, the parent-child relationship dynamic effectively... [Read more...]
Are Your Digital Assets Included in Your Estate Plan?
When you think about estate planning, you undoubtedly think about the need to protect your... [Read more...]
Can I Contest a Will in California?
The emotional aftermath that follows the death of a family member is rarely easy to... [Read more...]
The Use of Trusts In Medi-Cal Long-Term Care Planning (Part I)
As many of our clients know, we regularly assist families facing daunting long term costs... [Read more...]
Handling an Inheritance
If you are the fortunate recipient of an inheritance, be it small or large, from... [Read more...]
Dead Hand Control: How Much is Too Much?
This article by my friend and colleague Steve Hartnett examines trying to exert control over... [Read more...]
6 Important Estate Planning Considerations – Part 6: Taxes
An estate plan considers many important aspects. One of the many aspects to consider is... [Read more...]
