When it comes to end-of-life issues, people in California might start to get a little uneasy. After all, estate planning, health care directives and retirement issues aren't something people think about a lot and the odds are that it's an uncertain area for older...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Michael A. Sawamura, Attorney at Law
What is ‘undue influence’ and how does it affect the elderly?
Theft under California law is really quite simple. Like most states, it involves intentionally depriving another person of their rightfully owned property permanently, and the penalties are generally assessed based on the severity of the crime. However, there is a...
How to weed out California estate planning scams
Seniors in California may not know where to turn for good, trustworthy financial and legal advice. There are literally hundreds of firms and businesses out there advertising for legal and estate planning services, many at an extremely low cost. It can be very...
Taxes on beneficiaries could be very costly
Residents in California who are planning for the well-being of their future generations and heirs probably have a lot of common goals. For one, they want their heirs to be able to enjoy their inherited assets, whether it be a taste of the good life or a little extra...
Estate planning a solid complement to retirement planning
People have probably heard it from the time they earn their first paycheck, "You need to start saving for retirement!" There is wisdom in these words, but unfortunately, there are many other facts of life that make this advice difficult to follow at times. Residents...
Planning for long-term care is important for seniors
As Californians age and start to consider retirement planning and estate planning issues, they may want to think about their own potential need for long-term care. It may not be a pleasant thought for people to confront their own human frailty, but when it comes to...
How often do I need to think about my life insurance policy?
Many people in California have some sort of life insurance policy. Life insurance is a tried-and-true method of providing some level of financial support for surviving loved ones after a person's death; when everything goes according to plan, life insurance can be a...
Middle class continues to fall behind
Residents in California may have seen an interesting news article about the changing middle class in America, and how it appears to be largely influenced by certain demographics, most notably age. While the baby boomer generation enters retirement with some overall...
Everyone needs estate planning of some kind
When it comes to planning for end-of-life matters and determining where to leave one's assets after death, a lot of people have the same question, "Do I need professional estate planning?" Chances are, they do. Regardless of a person's assets and the complexity of...
Public estate planning resources may provide basic information
People in Northern California who have questions about estate planning may not initially know where to turn. Most people understand that it is a very important task, but busy people also know how easy it can be to put it off. The problem with putting it off is that...