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,...
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.
Month: August 2020
What to know about incapacity planning in California
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...
How estate planning helps parents of children with special needs
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...