SERVICE AREAS
Northern California: Applegate, Auburn, Cameron Park, Carmichael, Citrus Heights, Colfax, Coloma, Cool, Christian Valley, Davis, Elk Grove, El Dorado Hills, Fair Oaks, Folsom, Foresthill, Granite Bay, Georgetown, Grass Valley, Lake of The Pines, Lincoln, Loomis, Nevada City, Penryn, Pilot Hill, Placerville, Rancho Cordova, Rocklin, Roseville, Sacramento
Southern California: Agoura Hills, Altadena, Arcadia, Calabasas, Camarillo, Canoga Park, Eagle Rock, Encino, Fillmore, Glendale, Granada Hills, Highland Park, La Canada Flintridge, Los Angeles, Malibu, Moorpark, Ojai, Oxnard, Newbury Park, Northridge, Pasadena, Port Hueneme, Sierra Madre, Simi Valley, San Gabriel, San Marino, Santa Paula, Santa Barbara, Sherman Oaks, Somis, South Pasadena, Tarzana, Temple City, Thousand Oaks, Westlake Village, West Hills, Woodland Hills
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LETTING THIRD PARTIES TAKE ADVANTAGE OF YOUR BENEFICIARIES
In the last chapter, we talked about protecting beneficiaries from themselves. But maybe you don’t have to worry about such protections. Maybe none of your heirs are young and foolish. Perhaps none are mentally incapacitated. All might be gainfully employed and out of prison. Maybe you can rely on them to handle even a large […]
PROTECTING HEIRS WITH DISABILITIES
More and more Americans find themselves with long-term responsibility for adults with disabilities or diminished capacity. These might be dependents who had special needs from birth, or they might be elderly relatives suffering from Alzheimer’s or other mentally disabling conditions. Indeed, these days, many estate plans consider the deceased’s parents as well as their children. […]
Why DIY and Online Wills Are Not Enough
In our vast experience as estate planning attorneys, we have heard horror stories over the years about those that have tried to create estate plans online or on their own, and their loved ones pay the price. Missing critical documents, misinformation about laws, tax codes, and probate court – these are all issues that can […]
The Importance of Estate Planning If You Don’t Have Kids
Not everyone walks down the path of marriage and parenting in this life, but at the end of the day, whether you are single or married with children, everyone can benefit from the creation of an estate plan. An estate plan isn’t just about deciding who is going to inherit your property or your assets […]
Alzheimer’s & Brain Awareness Month – Estate Planning for Incapacity
Over 5.8 million Americans are living with Alzheimer’s, according to the Alzheimer’s Association, and that number is predicted to rise to 14 million by 2050. Worldwide, over 50 million people are living with Alzheimer’s and other dementias. June is Alzheimer’s and Brain Awareness Month, and it’s important not only to know the early signs […]
Money Managing With Children
There’s no question that being a parent is one of the most rewarding jobs there is. There is also no question it’s one of the most expensive. Many may think that providing financially for your children ends when they turn eighteen but for most parents that is just not the case. In fact, a new […]
FAILING TO PROTECT BENEFICIARIES FROM THEMSELVES
Do you care if your beneficiaries screw up their lives after you are gone? What if your legacy enables them to screw up their lives? Earlier I explained that in the absence of other arrangements in a properly constructed trust, a child will fully inherit their portion of your estate at age eighteen in most […]
MONETARY FALLBACKS FOR DISABILITY
When you talk to estate planning attorneys, they will tell you plenty of stories in which a frazzled man or woman has come into their office and said, “I’m done. I can’t handle it anymore. I’ve been taking care of my spouse for four years, and I’m physically worn out. I’m emotionally drained. What can […]
Elder Abuse is On the Rise – How to Protect Your Loved Ones
Approximately 1 in 10 Americans, aged 60 or older, have experienced some form of elder abuse. As seen in the news, even Stan Lee, the well known and affluent face of the popular Marvel comics, is the possible victim of abuse at the hands of his former business manager. Elder abuse can come in many […]
Estate Planning & Divorce – Protecting Your Assets & Heirs
No one has divorce in mind when they step up to the altar and say the words, “I do.” However, 40-50% of marriages still end in divorce. Your estate plan changes drastically after you divorce from potential custody implications to splitting up assets and the impact of complicated tax laws. This change in status necessitates […]