Blog Posts By Category

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, ...

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 ...

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 ...

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 ...

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 ...

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, ...

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 ...

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 ...

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, ...

You may know that the probate process can be time consuming and costly - you might even find it scary! While probate is a complex area of the law, we'd like to help demystify it and clarify a few ...

Planning your estate is more complicated than deciding "who gets what" - it should involve a more holistic approach to key aspects that ensure your wishes are implemented. As such, an important but ...

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 ...

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. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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, ...

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 ...

You may know that the probate process can be time consuming and costly - you might even find it scary! While probate is a complex area of the law, we'd like to help demystify it and clarify a few ...

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, ...

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 ...

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 ...

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 ...

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 ...

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, ...

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 ...

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 ...

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 ...

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 ...

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 ...