When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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The Golden State’s Expectations for Trust-Related InvestmentsCalifornia’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains.
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How I Met My Kindred SpiritYou may know that I go on an annual pilgrimage to Major League Baseball spring training in Florida. I'd like to share a little history of it.
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Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)Like many other celebrities, Lisa Marie’s estate is now unfolding much like a dramatic soap opera...
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Why the Bankruptcy Code Falls Short on Inherited IRAsA Supreme Court ruling found that inherited IRAs cannot be considered retirement assets and can be seized during bankruptcy proceedings. Our attorney explains.
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Estate Planning Must-Do’s BEFORE You Go on VacationEstate Planning Checklist
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Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?Procrastination is a real issue when it comes to estate planning, but for those trying to set up or update their estate plans while on their deathbed...
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The Advantages of Survivorship Insurance PoliciesWhile survivorship insurance policies do not provide financial compensation for surviving spouses, they can complement estate planning strategies.
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Making Sense of Medi-Cal AppealsAdverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.
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Majority of Adult Children Cannot Support Boomer ParentsA survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?
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A Pour-Over Will Could Protect Your Non-Trust Assets From ProbateA pour-over will could reduce estate-related uncertainty by ensuring that your remaining assets are transferred straight to an established trust.
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The Parent Care ConversationOne of the hardest things for aging parents and their adult children to do is sit down and have a frank discussion about the future.
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A Funny Thing Happened on the Way To... (Some of My Craziest Seminar Stories from Over the Years)One of my favorite things in life and throughout my career has been presenting educational seminars on estate planning. What you may not know, however, are...