People in California may have heard a lot about elder abuse and tragic stories of people having their life savings wiped out by someone who has taken advantage of them financially. Unfortunately in many of these cases, the damage may already largely have been done by...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Year: 2014
Should I consider establishing a living trust?
People in California who have questions about estate planning issues may want to start with the basics. While every person should have a will as well as a health care directive in place, some people may also benefit from setting up a living trust.A living trust covers...
Holidays are a great opportunity to discuss estate plans
Every December, people in California and across the U.S. prepare to gather with friends and family to celebrate the holidays. While most people are focused on catching up with one another and enjoying their time together, it is also a great opportunity to have...
Domestic partners may benefit from estate planning
California is one of a handful of states across the country that recognize the rights of same-sex couples, but for people who are in domestic partnerships in California, the fact is that they still face some unique challenges when it comes to transferring assets,...
Do I need a lawyer to write a will?
As Californians get older and plan for the next phase of their lives, they have lots of things to consider. Not the least of these worries is planning and providing for spouses, children and even grandchildren. Not surprisingly, this gives rise to a whole other list...
California encourages planning for health care decisions
Planning for the future can sometimes be uncomfortable, especially when it comes to planning for things you don't like to think about. But planning for the possibility of a debilitating or incapacitating injury or illness by having an advance health care directive can...
Couples without kids still have major estate planning decisions
Residents in California may have read an interesting editorial article in the Wall Street Journal recently, dealing with the questions that many couples without children face when they're considering their estate plan. Without children, and the possibility of children...
Leaving an IRA for an heir can be complex
People in California may have seen a recent article about the issues involved in leaving an IRA to a person other than a spouse. For many people, an IRA or other retirement account is among their largest and most valuable assets, so it makes sense that people would...
What property isn’t covered in a will?
People in California know that a will is probably the single most important estate planning document that every person should have. That being said, there are certain kinds of property that a will simply cannot cover for various reasons. For that reason it's important...
Basic things to think about when setting up an estate plan
People in California who want to be able to leave a lasting legacy after their death need to have an estate plan. Whether a person has a substantial estate or only a few financial resources, having an estate plan, including a will, trusts, and other necessary legal...