Entries by marketing

PREFERENCES FOR FUNERALS AND DISPOSITION OF REMAINS

My wife has told me very clearly, “Now listen, when I die, I don’t want to be eaten by bugs. So, I want you to cremate me. I want you to put my ashes in a box and then into a columbarium where the family can come visit me.” I am glad she has told […]

GRANTING DURABLE POWER OF ATTORNEY AND NOMINATING A CONSERVATOR

Please do not be confused by the term “power of attorney.” Many clients believe this term has something to do with the lawyer preparing their estate plan. Clients sometimes mistakenly fear that they are giving over some kind of power to their lawyer to make decisions for them. This is not true. When you grant […]

New California Estate Tax Proposed for 2020

The Los Angeles Times recently reported on a measure California voters will face in the upcoming 2020 statewide election to consider a, “state-mandated [estate] tax on the assets of wealthy residents, one that could generate as much as $1 billion a year for low-income families, under legislation introduced in the state Legislature on Tuesday.” In […]

Four Tax-Efficient Ways to Pay Long-Term Care Insurance Premiums

It’s an unfortunate and often hard reality to contemplate, but up to 80 percent of Americans will face a period of sustained disability before their deaths. What is harder is that most of those Americans will not have done even the most rudimentary planning for this event or for the extended care it will require. […]

AVOIDING A CONSERVATORSHIP

Since incapacity before death is an 80 percent probability, you should plan for it. And you should plan to avoid a conservatorship if at all possible. A conservator, sometimes called a “guardian,” will have much more power than someone with “power of attorney.” Once a conservator or guardian has been appointed over you by a […]

Conner Clemons Attorney Spotlight

  Conner was born in Seattle, Washington and moved to California before attending law school. Conner received his undergraduate degree in Political Science and English Language and Literature from Central Washington University in Ellensburg, Washington and his law degree from Whittier Law School. Conner also earned his Tax LLM from Loyola Law School and is […]

FORGETTING TO PLAN FOR DISABILITY

Forgive me, but I need to start this chapter with a statement that’s both brutal and true: A disability is often harder on a family than a death. Why? Because if you become seriously disabled, your loved ones will have to deal with many of the same legal issues as when you die, but they […]

THE PROCESS FOR A CUSTOM PLAN

In my firm, we follow a highly defined process to make sure we’ve turned over every stone, followed up on every clue, leveraged our “lawyerly thinking,” and crafted the best possible estate plan for our clients. Our process happens to have ten steps. Your attorney may follow seven or fifteen steps. But make sure those […]

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence. Provided by Ascent Wealth Management   Maybe you have been putting off planning for retirement because you think you have time, or you are not sure where to start. We are proud to share the following article from, Ascent Wealth Management, to help you manage your […]