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    • New Year Business Checklist! Set the Stage for Success in 2015.

      Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...

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    • Is Your House in Order? Seven things to do before things fall apart.

      The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

      Read More
    • End of Year Giving & Tax Update

      In the last two months, the IRS announced that there are various tax benefits will increase on January 1, 2014, due to inflation. More than 40 provisions will be affected, with some of the most ...

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    • Conservatorships Defined

      In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the care needed, the court ...

      Read More
    • New Year, New Goals for Estate Planning

      Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s time to ...

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    • How to Avoid Conservatorship

      The Associate Press reported yesterday that Zsa Zsa Gabor's husband of 25 years has been appointed the temporary Conservator of her estate, part of an agreement reached with the actress's daughter, ...

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    • Conservatorships Defined

      In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the care needed, the court ...

      Read More
    • 'Wrap' up Your Affairs: The Year-End Estate Plan Checklist

      Congratulations! You’ve made it through the year and you took our advice of planning for your family. You have a trust and will in place, and up-to-date powers of attorney in your estate plan. The ...

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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 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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    • 5 Things You Must Know About Estate Planning at Any Age

      Do you already have an Estate Plan or need to start from scratch? Did you know that changes in estate planning law are being considered in 2021? Women Investing in Security and Education (WISE) will ...

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    • The Importance of Funding a Trust

      Scenario: Your widowed father, who was always a do-it-yourselfer, met with his attorney and prepared an estate plan. Wanting to save a bit in legal fees, he planned on handling all the paperwork in ...

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    • Estate Planning for Blended Families

      There are a multitude of issues to iron-out when families blend together, such as shared living space, sleeping arrangements, transportation, after-school care, visits with ex-spouses, college funding ...

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    • Premarital Agreements - Before and After

      Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

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    • Conservatorships Defined

      In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the care needed, the court ...

      Read More
    • Financial Planning for your Estate Plan

      You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

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    • Financial Planning for your Estate Plan

      You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

      Read More
    • What "The Brady Bunch" Didn't Talk About

      What "The Brady Bunch" Didn't Talk About The iconic television series, The Brady Bunch , first aired in the late 60's, early 70's and revolved around a large "blended" family. The simple definition of ...

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    • Child Custody: Parenting Plans

      If you and your spouse are divorcing and you have a child together then child custody is going to be an important factor in your case. For many families, this can be a drawn out battle. Many couples ...

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    • 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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    • When a Professional Fiduciary is Advisable and Why

      Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an uninterested ...

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    • Premarital Agreements - Before and After

      Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

      Read More
    • Financial Planning for your Estate Plan

      You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

      Read More
    • September 16, 2013 - What this Date Means for Same-Sex Marriages

      On August 29th, the Department of Treasury and the IRS ruled that same-sex couples that have been legally married, will be treated as married for federal tax purposes, where marriage is a factor. This ...

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    • Estate & Income Tax Planning After the D.O.M.A. Ruling

      Who Benefits? On June 26, 2013, the U.S Supreme Court reversed the Defense of Marriage Act. So now what? The landscape for Estate & Income Tax Planning has changed. Same-sex married couples will now ...

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    • Congress Makes a Final Decision....Sort of!

      The New, "Permanent" Estate and Gift Tax Law Finally, we have certainty...Until Congress changes its mind anyway! Many taxpayers feared a return to the bad old days of a $1 million federal estate and ...

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    • New Year, New Goals for Estate Planning

      Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s time to ...

      Read More
    • Back to School: Understanding Basics of Estate Planning for Minor Children

      Summer has flown by and children across the country have returned to school! It’s a time when parents of younger children are rejoicing about the return to routine, while others, perhaps with children ...

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    • Is Your House in Order? Seven things to do before things fall apart.

      The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

      Read More
    • Is Your House in Order? Seven things to do before things fall apart.

      The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

      Read More
    • Estate Planning Checklist for the New Year

      Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

      Read More
    • Estate & Income Tax Planning After the D.O.M.A. Ruling

      Who Benefits? On June 26, 2013, the U.S Supreme Court reversed the Defense of Marriage Act. So now what? The landscape for Estate & Income Tax Planning has changed. Same-sex married couples will now ...

      Read More
    • 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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    • Financial Planning for your Estate Plan

      You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

      Read More
    • You're NOT too young to plan NOW for long-term care.

      You're NOT too young to plan NOW for long-term care. November is Long-Term Care Awareness Month. This means that it is time to learn more about the potential risks and costs … and most importantly, ...

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    • Estate Planning Checklist for the New Year

      Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

      Read More
    • New Year Business Checklist! Set the Stage for Success in 2015.

      Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...

      Read More
    • Is Your House in Order? Seven things to do before things fall apart.

      The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

      Read More
    • The American Taxpayer Relief Act...What does it all mean?

      The 'fiscal cliff' has been a source of debate for both Democrats and Republicans, leaving many Americans with questions about motives, means, and a clear understanding of what it all means. Now ...

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    • It's Wedding Season: Looking Beyond the Honeymoon...

      It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and which ...

      Read More
    • March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.

      Personal taxes are due next month, causing some families to be in a state of ‘March Madness.’ If you have an estate plan, it’s important to consult with a financial planner throughout the year (not ...

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    • New Year Business Checklist! Set the Stage for Success in 2015.

      Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...

      Read More
    • Trust Litigation and When It Is Necessary

      After the passing of a loved one, the issue inevitably arises of how to dispose of the decedent's property. The foresight to provide a written revocable trust is of great help, but even this does not ...

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    • The Importance of Funding a Trust

      Scenario: Your widowed father, who was always a do-it-yourselfer, met with his attorney and prepared an estate plan. Wanting to save a bit in legal fees, he planned on handling all the paperwork in ...

      Read More
    • Conservatorships Defined

      In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the care needed, the court ...

      Read More
    • Financial Planning for your Estate Plan

      You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

      Read More
    • It's Wedding Season: Looking Beyond the Honeymoon...

      It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and which ...

      Read More