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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Mind the Details – Property Insurance Coverage and Estate PlanningWhen it comes to wealth management, the devil is in the details-the minutiae in plans and strategies that may be overlooked ... Business
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Roth IRA – An Estate Planning Tool?When it comes to saving for retirement, many investors already know how well the Roth IRA fends off Uncle Sam. But what ... Estate Planning
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Are Will and Beneficiary Designations In Conflict?Show your beneficiaries that you love them. Do a beneficiary review and ensure that they get the assets you want them to ... Estate Planning
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The Gender Gap Widens for LTCiThe gender gap is about to get a little wider as the formerly egalitarian long-term care insurance market starts charging ... Estate Planning
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When to Retire from a Career-For-Life?Pope Benedict XVI's announcement of his resignation ... surprised the world. But while there's only one pope, there are ... Estate Planning
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Are You a Tax-Time Procrastinator?For all you procrastinators, there are now some ready-made excuses not to file your 2012 income taxes as soon as possible. ... Estate Tax
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Asset Protection Planning – Plan Now, or Lose LaterAsset Protection is pre-claim planning for those who are concerned that someday they might become liable to creditors ... Asset Protection
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Valuations Matter – Making Your Gifts CountMake no mistake: the IRS has been cracking down on charitable contributions. It's not that they don't want you out there ... Charitable Gifting
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Elderly Parents – Blended Family Challenges"It gets really blurry. Who's going to do what?" Grown children [of parents who remarry late in life] don't have ... Blended Family
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The Beauty and the Beast of the Estate Tax RulesWith the passage of the American Tax Relief Act of 2012 (ATRA), Congress finally made the estate tax rules permanent. We ... Estate Planning
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When Charitable Giving Goes GlobalIncreasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. ... Business
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Health Care Costs – Location, Location, LocationIt's no secret that the tab for health care in America is soaring. But did you know that what you pay for health care ... Estate Planning