We regularly update our blog to offer crucial information on living trusts, guardianship of minor children, Medi-Cal planning, asset protection, and other California estate planning matters. Learn more about the planning process from our experienced attorneys.
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The Power of a Power of AttorneyIf you are elderly, or your parents are elderly and you help them with their finances, you should consider getting a Power or ... Estate Planning
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To Prenup, or Not to Prenup?I see just as many women seeking prenuptial agreements these days as men. I suggest a prenup for those who have sizeable ... asset protection
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Artful Estate Planning Critical for Family Art Collectionsf a family wants to hold on to artwork that has been collected over a lifetime, there can be a significant liquidity problem ... Liquid Assets
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The Gift that Keeps on Giving?In the countdown to April 15, many people rushing to prepare their individual income tax returns will overlook another key ... Estate Tax
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Estate Mediation – Can’t We All Get Along?Mediation-a way of settling disputes before they escalate into litigation-has grown increasingly popular in the trusts and ... Estate Planning
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Power of Attorney – Power to Steal?It's a standard part of estate planning. It's also, according to experts on elder fraud, a license to steal. It's the power ... Elder Law
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The “Conversation”: Have You Discussed Your End-Of-Life Wishes?If you are old enough to be reading this, you should discuss end-of-life issues with family members and prepare your own ...
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Later-In-Life Marriage ChallengeWhile love may have felt simple for the two 54-year-olds, the financial part of their relationship was less cut and dried. ... Estate Planning
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The Basis for the Basis of Inherited StockI just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find ... Inheritance
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Same-Sex Adoption SnagsAdopting a child can be complicated. It can be even more complicated and fraught with financial and legal risks for same-sex ... Estate Planning
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Will Your Estate be a Blessing or a Curse?Though many wealthy families attend to tax, financial and legal planning, with expert advice and well-developed strategies, ... Estate Planning
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Blended Family Estate Planning – Practical Pointers"Blended" families - which include children from earlier unions - have become the norm. The diplomatic challenges ... Blended Family