Estate Planning

Too many people don’t even consider including a living trust in their estate plan because they don’t think it’s right for them or that it’s too much trouble to establish and maintain – without even realizing exactly what it is. However, a revocable living trust is not...

People putting together estate plans often create trusts for their own protection. They worry about collection activity later in life when they live on a fixed income. They may want to avoid estate taxes or protect against the possibility of a lawsuit or divorce...

Some Californians procrastinate in drawing up an Advance Directive for Health Care and naming a health care agent even more than developing their will and other documents that won’t take effect until after their death. No one wants to think of the possibility that...

Everyone needs an estate plan. It ensures that your wishes are followed after you pass away.  However, creating an estate plan is not a one-time task; it requires periodic updates to stay current with your evolving life circumstances and changes in the law. Here, you...

People who are 65 or over, blind or disabled, and some others who require skilled nursing care can't always rely on their families to provide all of the care that they need. Their spouses may also need support, and their children could live hours away or have many...

An estate plan is supposed to help ensure your legacy carries on after you pass away. Essentially, it should minimize confusion and emotional strain for your loved ones during a difficult time.  But life is rarely static, and what fit your needs perfectly five years...

More and more people are being diagnosed with Alzheimer’s disease and other forms of dementia than ever before – in part because medical professionals have gotten more aggressive about screening senior patients for early signs of cognitive disorders. There’s nothing...

If you’re one of the growing numbers of seniors whose adult children live far away, you probably rely at least part-time on an in-home caregiver who helps you out with any number of things from cooking and cleaning to running errands to home repairs and more. This can...

While traditional estate planning generally focuses on tangible assets, medical concerns, guardianships for minor children and financial accounts, a digital estate plan covers everything from social media profiles to digital currencies. Essentially, if you draft a...

As your beloved parents age, it becomes increasingly important to plan for their future. This includes preparing for the possibility of their inability to make decisions for themselves. An effective tool you can use to plan for your aging parents’ incapacitation is a...