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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When a “Mystery Will” Appears Years Later: The Tony Hsieh Estate (and Why It Matters to Your Family)Most people assume estate planning problems only happen to “other people.” Or to people with complicated families. Or to the ultra-wealthy.
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The Role of AI in Fall Prevention Among Older AdultsFalls are a major health risk for older adults in the United States, with serious potential consequences
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How Medicare Changes in 2026 Will Affect Older AdultsTakeaways Medicare is implementing changes in 2026 to lower prescription drug costs, enhance consumer protections, and test new care management approaches.
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Why the New Year Means It’s Time for a Trust CheckupAfter decades of helping families with their estate plans, one thing is clear: life never stands still.
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Navigating the Divide: Allocating Community and Separate Property in a California TrustUnderstanding community vs. separate property is crucial for trust administration in California. Learn how proper allocation impacts distribution.
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Trustee Accounting Made Clear: Managing Records, Reports, and ResponsibilitiesLearn best practices for trustee record-keeping and trust accounting — ensure compliance, transparency, accurate documentation and proper financial reporting.
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A Trustee's Guide to Charitable Trust AdministrationLearn how to administer charitable remainder and lead trusts in compliance with tax laws, manage distributions, and maximize charitable benefits effectively.
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Should You Buy Long-Term Care Insurance?Most people don’t like to think about needing help with dressing, bathing, or memory issues down the road.
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Understanding the Role and Powers of a Trust Protector in California TrustsLearn about the role and powers of a trust protector in California trust administration, including oversight, modification authority, and legal limits.
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Why Bruce Willis's Family Moved Him into a Separate HomeWhen Bruce Willis was diagnosed with frontotemporal dementia (FTD) in 2023 after a 2022 diagnosis of aphasia, his family faced the need to reassess
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Don’t Make These Costly IRA Mistakes!The lead article of our newsletter often involves a personal story of interest by one of our attorneys or staff.
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Where Seniors Can Save: Retailers Offering DiscountsFinding ways to save money is always welcome — and for older shoppers, some retailers make it even easier with exclusive senior discounts.
