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• Advance Directives
• Aging in Place
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• Retirement Asset Planning
• Trust Administration
• Trusts

What is Incapacity Planning?

No one likes to think of this subject but the reality is that anyone at…

• Newsletters

SUMMER 2016 – IS YOUR FAMILY PREPARED?

We recently did a presentation at a financial planning colleague’s office entitled “Is Your Family…

• Asset Protection
• Baby Boomers
• Estate Administration
• Estate Planning
• Estate Taxes
• Real Estate

How Should I Hold Title to My Home

If you are a homeowner in California, you may not be aware that there are…

• Advance Directives
• Baby Boomers
• Beneficiaries
• Beneficiary Designation
• Estate Planning
• Finances
• Inheritance
• Power of Attorney
• Prenuptial Agreement
• Retirement Asset Planning
• Social Media
• Special Needs Planning
• Trusts
• Unmarried Couples
• Wills

Divorce and Estate Planning

Documents to Review After Divorce or in Anticipation of Divorce Going through a divorce can…

• Probate

How Much Does Probate Cost?

Probate costs in California can be hefty so it behooves those who are considering future…

• Advance Directives
• Alzheimer's Disease
• Asset Protection
• Baby Boomers
• Beneficiaries
• Beneficiary Designation
• Caregivers
• Distribution of Assets
• Estate Administration
• Estate Planning
• Estate Taxes
• Health Care
• Inheritance
• Power of Attorney
• Probate
• Probate Administration
• Trust Administration
• Trusts
• Uncategorized
• Wills

Planning Ahead For Key Legal Issues

John Lennon once wrote: “Life is what happens when you are busy making other plans.”…

• Alzheimer's Disease
• Baby Boomers
• Nursing Homes
• Residential Adult Care Facilities

Questions to Ask When Looking for an Elder Care Facility

Somber as it may be, the time will come to look for an assisted living…

• Asset Protection
• Conservatorship
• Estate Administration
• Estate Planning
• Trust Administration
• Trust Bank Accounts
• Trusts

Worth Consideration: Corporate Trustees

A trustee of a trust must carry out the terms of the trust and safeguard…

• Aging in Place
• Alzheimer's Disease
• Baby Boomers
• Caregivers
• Dementia
• Elder Care
• Health Care
• Residential Adult Care Facilities

How to Find the Right Caregiver

For anyone with aging parents or loved ones, the prospect of finding someone to assist…

• Asset Protection
• Baby Boomers
• Distribution of Assets
• Finances
• Inheritance
• Tax Planning
• Trust Administration
• Trust Bank Accounts

Where Do My Debts Go When I Die?