Acknowledging how tenuous any individual’s grip on life can be, it is crucial to be ready to transfer relevant personal documentation to your executor, and…
Read More »
Organizing and Storing Important Documents for Safekeeping

Acknowledging how tenuous any individual’s grip on life can be, it is crucial to be ready to transfer relevant personal documentation to your executor, and…
Read More »
If you had a loved one die from COVID-19, you may be eligible for the reimbursement of their funeral expenses. The Federal Emergency Management Agency (FEMA)…
Read More »
Medicare and Medi-Cal are two different government programs for healthcare. It is important to understand the difference between them. Here, we will discuss how the…
Read More »
EVOLVING CASE LAW IN CALIFORNIA IS OPENING UP A NEW FRONTIER IN ALLOWING AN ESTATE PLAN’S TERMS TO “TRUMP” A BENEFICIARY DESIGNATION ON A NON-PROBATE…
Read More »
The benefits of a highly detailed, comprehensive durable power of attorney for finances are numerous. Unfortunately, many powers of attorney are more general in nature…
Read More »
ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014 and can be an excellent resource for individuals with disabilities. Let’s…
Read More »
Our children tend to think they’re invincible, and that they’ve got it all figured out – particularly once they hit 18, right? While that milestone…
Read More »
This year California voters surprisingly passed Proposition 19 entitled the “Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act.” …
Read More »
When we’re out discussing estate planning with folks, one of the most commonly posed questions is: “How do I know if I need a Trust?”…
Read More »
For beneficiaries of an IRA inheritance, the SECURE Act (Setting Every Community Up for Retirement Enhancement) can significantly impact the amount of time they have…
Read More »