September 13, 2024
Too many people experience an unexpected illness, injury, or accident that renders them unable to care for themselves or make important decisions.
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- Notarize
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- Power of Attorney
- Pre-Nup
- Premarital Agreements
- Probate
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- Property Taxes
- Qualified Personal Residence Trust
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- Recession
- Residuary Clause
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- Same-Sex Marriages
- SECURE Act
- Seniors
- Shareholders
- Social Media
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- Spendthrift Trust
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- Survivorship
- Tax Planning
- Taxes
- Testamentary Trust
- Transferring Shares
- Trust Fund
- Trustees
- Trusts
- Veteran's Benefits
- Wealth
- 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
July 9, 2019
Although it’s probably the last thing you want to think about in the months leading up to your wedding, ignoring...
July 4, 2019
Any California trustee has specific responsibilities in relation to his or her duties. It is important for a trustee to...
July 3, 2019
Have you ever thought about what might happen to you in the event that you became unable to make decisions...
July 2, 2019
Anyone with elderly parents or approaching their own estate planning should be prepared to designate with a primary agent and...
June 27, 2019
While it is relatively rare, contesting a will or trust in California is something that should be done when certain...
June 25, 2019
There are primarily four different categories of power of attorney documents recognized in the state of California. You may use...
June 20, 2019
Did you know that an IRA trust, if not properly structured, could become a disaster in terms of estate planning?...
June 19, 2019
When most people think of estate planning, they assume it doesn’t affect them for a variety of reasons: not enough...
June 19, 2019
It is recommended that if you believe you have grounds to contest a will, that you initiate this claim with...
June 18, 2019
Are you a single retiree in the state of California and have maybe put off your estate planning? Perhaps you...
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