Estate planning for the international client can be tricky. This article by my friend and... [Read more...]
Planning for the Unexpected
This article by my friend and colleague Steve Hartnett examines the death of Charlotte Fox,... [Read more...]
Do I Qualify for California Medi-Cal for Seniors?
Access to affordable healthcare has been a hot topic in the United States in recent... [Read more...]
5 Probate Mistakes Executors Often Make
The death of a family member or someone else close to you is usually followed... [Read more...]
Understanding the Medi-Cal Look-Back Period
Whether it was your estate planning attorney, or a well-meaning family member or friend, you... [Read more...]
When Should I Update My Estate Plan?
If you have an estate plan in place you are better prepared than over half... [Read more...]
6 Important Estate Planning Considerations – Part 5: Retirement Assets
Retirement assets may be a very large part of a person’s estate at death. It’s... [Read more...]
6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations... [Read more...]
6 Important Estate Planning Considerations – Part 3: Your Kids
An estate plan considers not just to whom assets should go, but also how. Each... [Read more...]
Lessons We Can Learn from Alan Thicke’s Estate Drama
When a celebrity dies, it is far from uncommon for a contentious legal battle to... [Read more...]
Planning for Medi-Cal’s Look Back Period
As clients of our firm well know, we are strong advocates for planning for not... [Read more...]
What is a Testamentary Trust and Why Would I Need One?
One of the primary benefits of a trust is that the assets you include in... [Read more...]
