• Advanced Healthcare Directives
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FIVE IMPORTANT THINGS YOU PROBABLY DIDN’T KNOW ABOUT ORGAN DONATION

A friend and colleague recently brought to my attention an aspect of our estate planning…

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202: Estate Planning Misses: The Timeshare Problem No One Talks About

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Should I Keep My Estate Planning Documents in a Safe Deposit Box?

Over the years I have seen clients struggle to get access to a parent’s safe…

• Education Planning
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201: Estate Planning Misses: What Happens When Your Custodial or 529 Account Has No Successor

• Asset Protection
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200: Why Your Health Savings Account Needs a Beneficiary

• Asset Protection
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What Changes When Mom Becomes Incapacitated?

If your mom (or dad) has a revocable living trust and has now been diagnosed…

• Elder Law
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• Incapacity Planning
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• Power of Attorney
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199: Your Power of Attorney Is Valid—So Why Won’t Anyone Accept It?

• Asset Limits
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198: California’s Medi-Cal Asset Limit Returns in 2026—Are You Prepared?

• Celebrity Estates
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• O.J. Simpson
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197: O.J. Simpson’s $58 Million Problem: What His Probate Teaches Us

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• Irrevocable Trust
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Answering Your 10 FAQs About Irrevocable Life Insurance Trusts

With the threat of a “sunset” at the end of this year of the current…