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The Elephant in the Room - Long Term Care - Part One
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Revocable Transfer on Death Deed - Part One
INTRO: After many attempts during recent years, the California legislature recently passed, and the governor signed, an interesting new...
Reviewing Your Estate Plan – A New Year’s Resolution – Part One
INTRO: Time to talk about New Year’s resolutions, and specifically about considering whether or not it is in your best interest to...
READ: Protect Your Assets – Before It’s Too Late
We live in a world that loves to litigate. Protecting yourself and your assets is therefore of the utmost importance. As this blog post...
READ: Procrastination – Science and Remedy
INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...
READ NOW: The Estate Planning “Game” – How the Rules Work
INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
READ NOW: Estate Planning for IRAs – 7 Rules to Know
INTRO: Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs). Yet, the rules related to...
READ: How to Choose a Trustee
Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons I’ve written about previously,...
READ: Estate Planning for Blended Families
Remarriage is on the rise, particularly among older adults. Approximately 20% of adults in the United States have been married two or...
QUESTION: When Should You Have “The Talk” With Your Children?
Don’t be alarmed – “the talk” in the caption refers to trust and estate matters! The question of when people should talk to their adult...
Protect Your Assets – Before It’s Too Late – Part Two
INTRO: In Part One of this series, we started to explore how you should consider the limited liability benefits of forming a business...
Protect Your Assets – Before It’s Too Late – Part One
INTRO: We live in a world that loves to litigate. Protecting yourself and your assets is therefore of the utmost importance. As this blog...
Protecting and Enhancing the Lives of Your Children – Part One
INTRO: Parents typically have a keen ongoing focus on how they can best protect and enhance the lives of their children. Here’s an...
Procrastination – Science and Remedy – Part Two
INTRO: In Part One of this series, we spoke about some of the reasons people procrastinate. How can you break the cycle of...
Procrastination – Science and Remedy – Part One
INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...
QUESTION: When Should You Have “The Talk” With Your Children?
Don’t be alarmed – “the talk” in the caption refers to trust and estate matters! The question of when people should talk to their adult...
Protect Your Assets – Before It’s Too Late – Part Two
INTRO: In Part One of this series, we started to explore how you should consider the limited liability benefits of forming a business...
Protecting and Enhancing the Lives of Your Children – Part One
INTRO: Parents typically have a keen ongoing focus on how they can best protect and enhance the lives of their children. Here’s an...
Procrastination – Science and Remedy – Part Two
INTRO: In Part One of this series, we spoke about some of the reasons people procrastinate. How can you break the cycle of...
Procrastination – Science and Remedy – Part One
INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...
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