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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  • Pardon My Blooper! Our firm recently welcomed aboard a new, young attorney, straight out of law school and it got me thinking back - - what was it like when I first started out as a lawyer, some 41 years ago? (Wow, time does fly!) You know how, sometimes, our most vivid memories are about things that went inexplicably wrong? That's where my mind immediately wanders when recalling my early days as an attorney. I remember getting out of law school, eager to go, armed with lots of technical information and full of idealistic visions. But I had no clue as to how the legal system worked in "the real world" nor what would be in store for me in dealing with bosses, judges, and clients!
  • March "Madness" Another in a series of articles reminiscing about growing up in small town America in the 60's.
  • What’s in Your…DNA? When we look close enough, it’s amazing how much is passed down from generation to generation at the smallest physiological level - - in our DNA. Of course, there are obvious things recorded and transmitted in our DNA like hair, eye and skin color, height, body shape, and even general personality. But, there are also less obvious inherited attributes - - like interests and talents - - that seem to appear in younger generations, almost out of nowhere, as time goes by (and that we often miss unless we pay very close attention).
  • "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! 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.
  • "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 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!
  • Parents: Help Your Children Now To Make an Important Decision Affecting Your Future Many 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?"
  • 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, “They Tried to Cheat Mom Out of Her Money”? You be the judge.
  • Your DocuBank Card can now hold your Medical Snapshot As 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. With it, your doctors can get immediate access to your important “Advanced Health Care Directive” and “HIPAA Authorization”, and enable your appointed health decision maker to step in immediately and handle critical decisions when you no longer can. DocuBank has added a new feature to the Card that we want to bring to your attention.
  • 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 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.
  • If You Haven’t Received Your New Medicare Card Yet, You Better Read This… In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card (see line to 1st Medicare Card article) and the way the Social Security Administration in working to avoid this by rising new cards containing random identification numbers (see line to 2nd Medicare card article). I though the problem was about taken care of, but now the saga continues… with yet a new debacle I call “Medicare card limbo”!
  • The Top 10 Scams Targeting Seniors The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting our Nation's Seniors. The report is based on the complaints received by the committee's national fraud hotline, 855-303-9470.
  • Happy (Grand)Father's Day! In June of each year, we celebrate Father's Day, a wonderful, befitting thank you to our fathers. But rarely do we think back about and celebrate our grand- fathers or great-grandfathers - - our more ancient predecessors without whom we would not be here today.