September 18, 2024
Too many business owners have overlooked the possibility of determining what happens to their company if they were to suddenly need to exit due to incapacity, illness, or their own death.
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- SECURE Act
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- Spendthrift Trust
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- Taxes
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- Trust Fund
- Trustees
- Trusts
- Veteran's Benefits
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- Wealth Transfers
- Widows
- Will Contest
- Wills
- All Posts
- 401(K)
- 529 Plan
- 60
- Adult Adoption
- Advanced Care Planning
- Advanced Directive
- Advanced Medical Directive
- Aging
- Alzheimer's Disease
- Annuity
- Artificial Intelligence (AI)
- Asset Distribution
- Asset Protection
- Assets
- Assisted Living
- Attorney
- Baby Boomers
- Bankruptcy
- Beneficiaries
- Beneficiary Designation
- Blended Families
- Business Planning
- Business Succession Planning
- Buy/Sell Agreement
- Bypass Trust
- Caregivers
- CARES Act
- Charitable Giving
- Claim Against An Estate
- Codicils
- Collectibles
- College Savings
- Community Property
- Conservatorship
- cryptocurrency
- Death Tax
- Debts
- Dementia
- Diabetic
- Digital Assets
- Disability Plan
- Disabled Dependents
- Divorce
- DOMA
- Durable Power of Attorney
- Elder Abuse
- Elder Care
- Elder Fraud
- Elder Law
- Elder Law/Medi-cal Planning
- Elderly
- Estate Administration
- Estate Planning
- Estate Taxes
- Executor
- Family Business
- Family Limited Partnership
- fiduciary
- Finances
- Financial Conservator
- Financial Planning
- Funeral Arrangements
- Funeral Costs
- Gen Z
- Geriatricians
- Gift Tax
- Gifting
- Grantor Retained Annuity Trust
- Grantor Trust
- Guardianship
- Harmless Error Provision
- Health Care
- Health care proxy
- HIPAA
- Home Health Care
- IAEA
- Identity theft
- Illiquid Assets
- Incapacity
- Incapacity Planning
- Income Tax
- Inflation
- Inheritance
- Inheritance Tax
- Intangible Assets
- Intellectual Property
- IRA
- IRA Account
- Irrevocable Life Insurance Trust
- Irrevocable Trust
- Joint Tenancy
- Joint Tenants
- Lawsuits
- Legacy Planning
- Legal Documents
- LGBT
- Life Insurance
- Limited Liability Company
- Living Trusts
- Living Will
- Loans
- Long Term Care
- Long Term Care Insurance
- Marital Deduction
- Married Couples
- Medi-Cal
- Medicare
- Millennials
- Needs Assessment
- News and Updates
- No Contest Clause
- Non-Married Couples
- Notarize
- Nursing Homes
- Online Accounts
- Pandemic
- Parkinsons
- Personal Property
- Personal Representative
- Pet Trust
- Pet Trusts
- Philanthropic Giving
- Planning For Pets
- Planning For Physicians
- Power of Attorney
- Pre-Nup
- Premarital Agreements
- Probate
- Property Ownership
- Property Taxes
- Qualified Personal Residence Trust
- Real Estate
- Recession
- Residuary Clause
- Retirement
- Retirement Planning
- Revocable Trusts
- Roth IRA
- Same-Sex Marriages
- SECURE Act
- Seniors
- Shareholders
- Social Media
- Social Security
- Special Needs
- Special Needs Children
- Spendthrift Trust
- Succession Planning
- Survivorship
- Tax Planning
- Taxes
- Testamentary Trust
- Transferring Shares
- Trust Fund
- Trustees
- Trusts
- Veteran's Benefits
- Wealth
- Wealth Transfers
- Widows
- Will Contest
- Wills
October 3, 2019
As a senior, planning for your estate and probate could help your loved ones through a very difficult time. Thinking...
October 2, 2019
Any form of estate planning can be confusing to approach, but the support of an experienced Pasadena estate planning lawyer...
October 1, 2019
If a loved one recently passed away, it is important to equip yourself with the necessary information to understand how...
September 26, 2019
It’s a good idea to sit down with an experienced estate planning lawyer and as soon as possible if you...
September 25, 2019
If a party’s will does not specifically explain how executor compensation should be created, specific rules must be followed. In...
September 24, 2019
As you get older, you likely have concerns about a child with special needs and the support they might need...
September 19, 2019
A California executor is the individual named in a will responsible for representing the deceased party’s estate in California and...
September 18, 2019
Distributions refer to one of the final stages closing out a California estate, with the delivery of assets or cash...
September 17, 2019
A trustee has an important legal obligation and numerous roles that must be addressed when appointed to a California estate....
September 12, 2019
You might start to think of retirement as your second act in life and your fresh start, but it’s important...
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