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Blog Posts in 2020

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  • "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review
    "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review

    We are all so eager for 2020 to conclude! However, year-end is a terrific time to review previously completed estate plans or to finish one if the year has run away from you, as it has for so many of ...

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  • Why Have a Trust Protector?
    Why Have a Trust Protector?

    A mother established a revocable living trust to leave her estate to her two adult children. The mother felt naming one of the children as trustee would cause a rift in their relationship, so she ...

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  • Breach of Fiduciary Duty: What Every Beneficiary/Trustee Needs to Know
    Breach of Fiduciary Duty: What Every Beneficiary/Trustee Needs to Know

    As you may or may not know, when a person is charged with making decisions for other people or managing other people's assets (such as a trustee or agent under a power of attorney) that person owes a ...

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  • Special Needs Trusts: What Every Parent or Guardian Must Know
    Special Needs Trusts: What Every Parent or Guardian Must Know

    Parents of special needs children face a wide array of challenges in their day-to-day lives. A key area that must be addressed, in preparing for the many uncertainties of life, is estate planning. ...

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  • Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It
    Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It

    Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It Financial elder abuse is defined in the Welfare and Institutions Code Section 15610.30 and is incurred when a person takes, ...

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  • Liability & Title Insurance and Your Living Trust
    Liability & Title Insurance and Your Living Trust

    We Californians have become more nervous about wildfires over the past few years, not to mention the typical earthquake. If you transfer your home into your living trust (as you should!), be sure to ...

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