A power of attorney is an essential part of a comprehensive estate plan. It is common to create your entire estate plan and only think about updating your will and trust as your thoughts on distributing your property may change. However, it is imperative to make sure that you keep other documents up to date as well. Specifically, it is…
The last thing grieving family members want to think about is money. Making preparations with your finances should be at the top of that list to help relieve your loved ones of any added stress when the time comes. But, you might think, what’s the big deal? It’s just an account that holds my money. That may be true, but…
Do you know what you’re supposed to do when a family member dies and names you their executor or trustee? There are so many tasks and responsibilities to take care of, you definitely need to talk to an attorney to make sure you don’t miss any steps. We find that there are some common mistakes trustees and executors make that…
As you and your loved ones age, you might wonder what are the available options for housing for seniors, and what is the right fit? The good news is that there are several broad options for senior housing and within each option is a spectrum of smaller options to best meet your needs. We will break each housing option down…
Many people assume that when they turn 65, they are automatically covered by Medicare and that everything will be paid for. Unfortunately, that is not exactly true. When it comes to signing up for Medicare, there are many decisions to be made and things to consider. Just because you are healthy right now doesn’t mean you won’t have health issues…
When it comes to estate planning, we find that many of our clients want to divide their entire estate equally among their children. Unfortunately, this presents a challenge after death for a variety of reasons – especially when real estate is involved. And now that Prop 19 has passed in California, there are even more complications and things to consider.…
Let’s face it. No one wants to discuss end-of-life care decisions. And with modern medicine and medical technology, we have become very accustomed to doing everything possible to prolong life. But often, that can involve aggressive and invasive treatment. For many seniors, decisions about medical care will fall to family members due to incapacity, and these types of decisions can…