Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.
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"Thank You, January!"This is one in a series of articles reminiscing about growing up in small town America in the 50's and 60's... I hated January!...
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"Thank You, January!" - January 2019 NewsletterThis is one in a series of articles reminiscing about growing up in small town America in the 50's and 60's... I hated January! I was a skinny kid, without much natural insulation, so the grey, cold days of January back East were about my least liked ones of the entire year. January was downright dreary, a letdown after the festive holidays of December were gone, the cheerful lights adorning the neighborhood houses came down and a nice, long vacation ended with the inevitable trudge back to school.
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"My Phone Is Driving Me Crazy!" - December 2018 NewsletterNo doubt, the invention of the mobile (or "cell") phone and its new offspring, the computer-in-your-hand (or "smart" phone), are ingenious technological advances that improve our lives in many ways. But they can also drive us crazy, or at least that's what my smart phone has done to me!
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"My Phone Is Driving Me Crazy!"No doubt, the invention of the mobile (or "cell") phone and its new offspring, the computer-in-your-hand (or "smart" phone), are ingenious...
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Parents: Help Your Children Now To Make an Important Decision Affecting Your Future - November 2018 NewsletterMany readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's long-term nursing care insurance carrier attempted to wrongfully deny coverage upon her admission to an assisted living facility. One compelling follow up question I received was, "How did you go about choosing the care facility that was the best fit for your Mom?"
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Parents: Help Your Children Now To Make an Important Decision Affecting Your FutureMany readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's...
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They Tried to Steal Mom’s Money!Let me just take a deep breath for a moment and calm myself down. Maybe “steal” is too strong a word. So how about instead I call this article...
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They Tried to Steal Mom's Money! - October 2018 NewsletterLet me just take a deep breath for a moment and calm myself down. Maybe "steal" is too strong a word. So how about instead I call this article, "They Tried to Cheat Mom Out of Her Money"? You be the judge.
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Your DocuBank Card can now hold your Medical SnapshotAs a client of our firm, you received a DocuBank Emergency Card when you completed or upgraded your estate plan. We gave you this card to protect you.
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Refinancing a Real Estate Mortgage? Watch Out!Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're...
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Refinancing a Real Estate Mortgage? Watch Out! - September 2018 NewsletterTwo of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're incapacitated and another called Probate when you pass away. Both threaten unwanted interference into your and your loved ones' personal matters, as well as lots of red tape, delays, expenses and the exposure of your private business to unscrupulous third parties.
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If You Haven't Received Your New Medicare Card Yet, You Better Read This... - August 2018 NewsletterIn previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card and how the Social Security Administration is working to avoid this by issuing new cards containing random identification numbers. I thought the problem was about taken care of, but now the saga continues... with yet a new debacle I call "Medicare Card Limbo"! (To see the previous articles, click the following links 1st Medicare Card article and 2nd Medicare Card article)