People in California know that senior citizens are among the most vulnerable members of society. As their health and mental ability sometimes starts to fade with age, family members and loved ones are faced with the difficult decision of what to do to provide for...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Michael A. Sawamura, Attorney at Law
California fails the test for retirement-friendly states
People in California know that steadily increasing taxes at the federal and state level can be a huge burden for older Americans, but Californians may not even realize that their burden is actually worse than those imposed in many other states across the country....
Inheritance court fight brings out the worst in family members
People in California may have seen a recent news article about a new variation on the old theme of family members behaving badly when it comes to fighting each other for a share of a wealthy benefactor's inheritance. The sad fact is that money, combined with grief at...
Generational wealth transfer slowly getting underway
People in California may have seen a recent financial news article about the tremendous multi-trillion-dollar inheritance boom that is just getting underway here in the United States. According to a recently published paper, the Baby Boomer generation is set up to...
Life changes call for will and testament changes
People in California know how important it is to have a will. Not only does a person's will provide him or her with the ability to express final earthy sentiments and provide comfort and closure to loved ones, it has powerful legal and financial implications that will...
Checking up on elderly family can help stop financial abuse
People in California probably have a lot of New Year's resolutions on their mind, as people strive to make 2014 better for themselves and their loved ones. This includes people who have elderly and aging parents and family members who grow more and more susceptible to...
The importance of keeping your will up to date
People in California may have seen a recent editorial in Forbes about the common and potentially costly mistake many people make when it comes to estate planning and preparing a will. Many people relax after they have prepared and executed their will, but whether they...
Developing good financial habits for wise inheritance spending
People in California know how important it is to develop and adhere to smart financial habits, especially in a time of economic turmoil. But spending habits, and even the way people think about money in general, is also influenced by a number of societal factors that...
Disney heirs in fight over grandfather’s will
People in California surely know Disneyland as one of the state's biggest tourist attractions and the self-proclaimed "Happiest Place on Earth." Over 50 years ago, the visionary behind the empire, Walt Disney, died and left his estate to his family and loved ones....
Trusts can force your heirs to spend their inheritance wisely
People in California may have seen a recent news editorial on the topic of leaving inheritance to children and other heirs. Everyone wants their future generations to thrive and prosper even after they are deceased, but how can a person make sure their children are...