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What is the difference between a POLST (Physician Orders for Life-Sustaining Treatment) and an Advance Healthcare Directive?
What is the difference between an Advance Directive and a POLST form? If you’re like a lot of people, you may know that you should ...
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Your Teenager’s College Checklist: Legal Documents Every College Student Should Have
Do I need a Durable Power of Attorney for my college student? Do college students need to designate a health care agent or health care ...
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Money Managing With Children
How can you manage money with children? Can you protect your kids through your money even after you’re gone? Will your children be financially solvent? ...
Learn More → Estate Planning for the Irresponsible Child: Preserve Your Wealth, Protect Your Family
What happens when your children inherit a large amount of money? Can a child’s inheritance ruin their motivation, relationships, or a child’s future? How do ...
Learn More → Elder Abuse On The Rise: How To Protect Your Loved Ones
What is Elder Abuse and neglect and what are the different types of Elder Abuse? How can Elder Abuse be prevented? How can I protect ...
Learn More → Estate Planning & Divorce – Protecting Your Assets & Heirs
How do you protect yourself in a divorce? From property to finances, Asset Protection must be carefully considered. So must issues like whether or not ...
Learn More → Ask The Hard Questions – How To Have End of Life Conversations
When should end of life conversations occur? How to start end of life conversations? How to talk about end of life decisions? How do I ...
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Estate Planning Before Vacation Planning: Do I Need An Estate Plan Before I Go On Vacation?
Do I need to have Beneficiary designations and Wills settled before I leave? How do I prepare my Will before I go on vacation? The ...
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Estate Planning Issue: What Happens When The Caregiver Dies?
Does your Estate Plan specify what needs to happen if the caregiver to a sick family member dies first? Does your Living Trust name another ...
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Preferences For Funerals and Disposition of Remains in California
Can California Estate Planning include instructions for my funeral? Should I have a Living Trust? What is pre-need planning? What happens if I am incapacitated? ...
Learn More → How To Save For Retirement & Support Your Children Financially: Are You Out Of Balance?
How can I save for my retirement while financially supporting my children? How can I use Estate Planning for retirement? How do I set up ...
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Custom Estate Planning: The Process For a Custom Plan
Do I need a custom Estate Plan? What is the purpose of making an Estate Plan? What is the first step in Estate Planning? What ...
Learn More → Aging Parents – How to Talk to Them About Estate Planning
What’s the best way to bring up the subject of estate planning with parents? Broaching the subject of estate planning with our aging parents can ...
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CalABLE ACCOUNTS: WHAT YOU NEED TO KNOW
What is a CalABLE account? Why doesn’t the CalABLE program affect MediCal eligibility? California Estate Planning Attorney explains how a CalABLE Savings Account and a ...
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Appointment Of Guardian For Minor Child: Parents’ Responsibilities
What is Legal Guardianship of a minor? How do I appoint a Legal Guardian for my minor children? How does Probate Court for minors work? ...
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Letting Your Family Go to Probate
Worried your family will go to probate? What are the problems with probate? What happens when your family ends up in probate court? What if ...
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Consider A Trust Bank for Trust Administration
What is a trust bank? Should I consider a trust bank to administer my trust? Should I name a trust bank in my living trust? ...
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EDUCATION SAVINGS PLAN STRATEGIES YOU MIGHT NOT KNOW ABOUT: 529 PLANS
What is a 529 Education Savings Plan and what are the benefits? How do tax-advantaged 529 plans help me save for my child’s college education? ...
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