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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  • We Goofed! - November 2019 Newsletter You may have missed out on some very important information - - and it’s our fault!
  • This Simple Tool May Change The Quality of Your Life (or of Someone You Know) - October 2019 Newsletter This Simple Tool May Change The Quality of Your Life (or of Someone You Know) by Philip J. Kavesh, Attorney We, our parents and other loved ones are living longer, but does that assure we are living better?
  • TIPS FOR CHOOSING A SENIOR LIVING COMMUNITY - September 2019 Newsletter TIPS FOR CHOOSING A SENIOR LIVING COMMUNITY Contributed by Belmont Village Senior Living Choosing a Senior Living community is a big step that many wait until after a life altering event has occurred to make, but that’s not the best time to start looking. Research shows an active lifestyle, with regular physical and mental exercise, social interaction, and the right diet, are essential to good health. The best choice will offer those options, and will also be able to accommodate any changes that occur down the road.
  • Tips for Choosing a Senior Living Community by Belmont Village Tips for Choosing a Senior Living Community
  • Summertime and the Living Was Easy Summertime and the Living Was Easy by Attorney Phil Kavesh One of a series of personal reflections upon growing up in small town America in the 60’s
  • Summertime and The Living Was Easy - August 2019 Newsletter Summertime and The Living Was Easy by Philip J. Kavesh, Attorney One of a series of personal reflections upon growing up in small town America in the 60’s. It was June of 1964, a wonderful time in rural South Jersey. (Or, at least, that’s the way my selective or “embellished” memory recalls it now.) I was riding high, just having served as 6th grade class and elementary school president (a largely ceremonial position, forcing me to lead flag salutes and kick off the annual school party by dancing with a girl, yuk!).
  • Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? - July 2019 Newsletter Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? by Philip J. Kavesh, Attorney If you have a child (or grandchild) over age 18 and heading to college, read on… Health Insurance Coverage Alone Isn’t Enough! Your child may be covered by your (or a parent’s) medical or health insurance plan, but that young adult also needs some basic estate planning documents. You may be thinking, “Wait a minute! Estate planning is only for older people with substantial assets. Why would a kid need an estate plan?”
  • New Legislation Will Have A Big Impact On IRA Planning! New Legislation Will Have A Big Impact On IRA Planning! By Philip Kavesh The U.S. House of Representatives has recently passed the “SECURE” Act and it’s expected to soon be approved by the Senate and signed into law by the President. This new law will enhance the ability of workers to set aside, on a tax-advantaged basis, more money to fund their retirement. Good news! However, also buried in the Bill is a little-known provision that will accelerate and increase the taxation of inherited IRAs - - in order to pay for these new worker benefits! Not so good news!
  • Are You Overpaying For Prescription Drugs? Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs, you’ll want to read on. My Mom’s Story... I’ll begin with a short but poignant story. Recently, I took over all my Mom’s affairs. At age 93, she is blessed with remarkably good health, but now her dementia has advanced to the stage where she is unable to manage her own affairs. Like it or not, statistics predict that most of us will someday face a “twilight period” like this when we can no longer adequately take care of ourselves (which is a major issue we address in a well-drafted estate plan).
  • Are You Overpaying For Prescription Drugs? - June 2019 Newsletter Are You Overpaying For Prescription Drugs? by Philip J. Kavesh, Attorney Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs, you’ll want to read on. Mom’s Story - I’ll begin with a short but poignant story. Recently, I took over all my Mom’s affairs. At age 93, she is blessed with remarkably good health, but now her dementia has advanced to the stage where she is unable to manage her own affairs. Like it or not, statistics predict that...
  • Would You Like to Pay MORE Income Taxes? You’re probably thinking, “Of course not!” However, sadly, you may in fact be paying more than you have to - - especially now that the President’s “Tax Cut and Jobs Act” has caused many Californians’ federal income taxes to go up in 2018. (If you haven’t filed your 2018 return yet, I’m sorry to inform you that you may be rudely awakenED when you do!)