Heggstad Petitions – What are they and how are they useful?
History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…
4 years ago
Bank account
What Important Documents Should You Always Keep Handy?
As estate planning and trust administration attorneys, we run into quite a few issues regularly…
4 years ago
How to Retire on a Lump Sum Pension
A Glance at this Episode: 5:23 – Believe it or not, it is possible to…
5 years ago
Estate Planning for New Graduates
Summer is here and graduation season is in full swing. It has been a tough…
5 years ago
Veterans’ Compensation for Agent Orange Exposure
The Veteran’s Administration has two major financial programs for Veterans: Compensation and Pension. VA Compensation…
5 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
2021 Medi-Cal Resource Updates
The California Department of Health Care Services recently announced new Medi-Cal resource numbers for 2021. In All…
6 years ago
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
6 years ago