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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Finding a Home Caregiver You Can TrustWhile home care is a cost-effective alternative to assisted living facilities, choosing the right caregiver can be a difficult task. Our CA attorney explains.
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What Is Respite Care? Can It Help With Caregiver Burnout?It is easy to burn out when you are responsible for providing full-time care to an aging or disabled loved one.
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Why Last-Minute Will Changes Can Spark SuspicionEven when a deathbed will is valid under California state law, any inconsistency—no matter how minor—may expose the estate to a contest. Read blog for more!
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Is "Aging in Place" Right for Me?Most older adults want to remain at homes & communities as they age rather than move into assisted living facilities or nursing homes. Our attorney explain.
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California’s Long Life Expectancy Can Jeopardize Timing of InheritancesWith Americans living longer than ever before, traditional will-based estate plans can leave heirs empty-handed well into retirement. Our CA attorney explains.
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Using a 529 Plan to Reduce California Tax ObligationsA 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.
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Living Trust Mills Exploit Seniors by Selling Other Financial ServicesCA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.
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Retirement Myths That Could Imperil Your EstateRetirement often costs more than most Americans expect, forcing them to siphon off estate assets to pay their basic costs of living. Our CA attorney explains.
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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. Read more!
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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)Learn how estate planning mistakes led to legal battles in Lisa Marie & Elvis Presley's estates—and how proper planning can protect your family's future.
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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.
