VIDEO: How a Trust Avoids Financial Conservatorship
VIDEO: What is Conservatorship
Advance Health Care Directive: Medical Conservatorship
The End of Life Option Act – What You Need to Know
Since 2016, California’s End of Life Option Act (EoLOA) has provided terminally ill, decision-capable adults with an option to legally and safely end their suffering….
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The Laws of Intestacy
In our world of Estate Planning, we often delve into subjects that are somewhat prickly. There’s a popular misconception that “everybody fights about money when…
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The Use of Ethical Wills
When it comes to passing on your legacy to your children or heirs, there are more things to tackle than your assets, debts, and taxes….
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How to Defeat Capital Gains Tax
Conventional wisdom holds that a properly crafted and implemented estate plan serves to defeat two horrible outcomes: probate and conservatorship. Probate is a certainty if…
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Federal Estate Tax
Understanding the Federal Estate Tax system is extremely important to know about for every citizen. “Inheritance Tax” is not a reference to “Estate Tax” –– however, both terms are…
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The Dangers of Joint Tenancy
The origins of Joint Tenancy, the most common form of ownership of real property for co-owners (usually married couples), date back to 16th Century England….
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