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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A New Scam Targeting Grieving Families—And What to Watch ForLosing a loved one is already overwhelming. Unfortunately, it’s also a time when families are especially vulnerable—and scammers know it. A growing type of fraud is now targeting families in the middle of making funeral arrangements, and it’s something worth being aware of.
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“I Don’t Want to Leave a Mess for My Family”One of the most heartfelt things I hear from clients is this: “Phil, I just don’t want to leave a mess for my family.” When people say that, what they usually mean is something deeper.
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Free Dementia Care Resources at Local LibrariesWhile local libraries are best known for their books, many are expanding their role to meet evolving community needs...
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Tony Bennett’s Family Sings the BluesAfter the death of legendary singer Tony Bennett in 2023, disagreements arose among family members over how his trust and estate were being handled.
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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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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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Trustee Fees in California: What Is Considered Reasonable Compensation?Explore how trustee fees are determined in California. Learn when compensation is reasonable, challenges arise, and how an experienced trust attorney can help
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Avoid the Common Mistakes When Choosing a Successor TrusteeWhen most people think about a Living Trust estate plan, their focus is on distributing their hard earned assets to the right people and at the right time,
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Becoming a Family Caregiver for an Ailing Loved OneIf you need help with long-term nursing care costs, our firm can assist you.
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“Sorry, Kids, We Can’t Talk to You!”Learn why estate planning attorneys can't share client information with family members without consent and how to ensure proper involvement in the process.
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SCAM ALERT: Beware of This Inheritance Scam!Some people are getting letters from law firms stating that they're the lucky heir of a life insurance policy. We're story to tell you, but it's a scam!
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Mother's Day ReflectionsMother's Day 2024 - Special Mother's Day reflections from members of the Kavesh, Minor & Otis family.
