How to Help Your Parent as She Gets Older
As your mother of father get older, they may need your help.
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Expert legal analysis, case studies, and practical guidance from our attorneys.
A Few Hours Will Change Your Family's Life
Having an updated estate plan is fundamental to being a serious and caring human, but a surprising number of humans ...
Don't Let Your Dad Marry Your Sister
California law makes it difficult for a caregiver to become the beneficiary of an elderly person's estate. In a ...
Banks Don't Like Durable Powers of Attorney
Durable Powers of Attorney are important documents in a California estate plan. They are used when someone is no ...
A Great Estate Plan Can't Fix a Broken Family
A thoughtful and well written living trust estate plan can do a lot of things:
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How to Name Your IRA Beneficiaries
Make sure you correctly name the beneficiaries of your IRA so your estate plan will work and your trust ...
Why You Need a Financial Advisor for Estate Planning
Financial advisors are very valuable to help you invest and manage your money and retirement plans. But financial ...
Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA
With the advent of the SECURE Act, leaving your IRA to your children is not as great as it used to be.
What Does a California Estate Plan Cost?
What is an estate plan? It could be a few handwritten pages stating who gets your assets when you die. It ...