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
Executor
059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
6 years ago
044: Estate Administration: Executor & Trustee Dos & Don’ts
Navigate the Administration of a Family Member’s Trust with Ease The job of a trustee…
6 years ago
Why Californians Might Have to Pay Hawaiian Estate Taxes
Many people set up estate plans because they are concerned with having to pay estate…
6 years ago
038: COVID-19 + Elder Care: What You Need to Know
It’s no secret that our most vulnerable population during this COVID-19 pandemic has been our…
6 years ago
037: Coronavirus Estate Planning Triage
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> Are you a health…
6 years ago
036: How to Protect Against Coronavirus Scams
Do You Have a Plan That Would Enable a Trusted Family Member to Step in…
6 years ago
035: Coronavirus Estate Planning
In uncertain times, like those we’re facing now, we tend to go into panic mode,…
6 years ago
Do I Need an Aging Care Manager?
No one knows what will happen as they age. It’s almost impossible to predict the…
6 years ago
How to Avoid the Most Common Estate Planning Mistakes
Our clients understand the importance of estate planning. In this time of COVID-19, many people…
7 years ago