In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
People in California who are unable to handle their own affairs because of various issues must be protected. This can be due to pending incapacity or ongoing factors that render them in need of assistance from a trusted person. This is where conservatorships can be...
It’s good to prepare for anything that might come our way. Many of us take months to prepare for a wedding or moving to another city, but when it comes to estate planning, we tend to push it aside, year after year. There are a lot of myths surrounding estate planning,...
Many Californians plan for when their time comes to leave this world. However, it's important not to overlook the possibility of living but being incapacitated and unable to manage affairs. Incapacity could result from diseases like Alzheimer's, dementia, temporary...
Parents of special needs children in California possess additional reasons to carefully plan their estates. These reasons include guardianship issues, evaluation of available resources and income caps that are applied if the child is receiving Medicaid or SSI...
It's important for every adult in California to have some kind of estate plan in place. This can be as simple as designating beneficiaries on insurance policies and writing a will. For small business owners, it's important to have two sets of plans in place. The first...
In California, there are seven types of trusts. These include the six that go into effect at the time of an individual’s death and comprise life insurance, marital, minor's, testamentary and special needs trusts. The two types of living trusts in California are the...
Asset protection techniques include the steps an individual can take to avoid the potential loss of property when targeted by a lawsuit. These techniques can be important to understand for people living in a litigious state like California. The foundation of asset...
When a person with a will passes away, the will must be filed in probate court before assets listed in the will can be distributed. When the will is filed in probate court, it becomes public, and interested parties have an opportunity to contest the will. In...
Marriages come with many changes, and you should update your estate plan to reflect this happy event in your life. However, if you or your spouse have children from a prior relationship, you should take additional steps to protect their inheritance. Who will act as...
When Californians get a life insurance policy or open a retirement account, one of the first steps is to fill out a beneficiary designation. This specifies who the assets should go to when the creator dies. However, it is not uncommon for people to forget to update...
