October 16, 2018
Setting Up a Foundation or a Scholarship in California

Setting Up a Foundation or a Scholarship in California

For those with the means and the desire, setting up a foundation or a scholarship in California can be a wonderful way to give back to […]
October 11, 2018
Can Your Spouse Inherit If You Are Separated?

Can Your Spouse Inherit If You Are Separated?

If you are separated from your spouse, it could impact who inherits your estate. The law in California says that depending on the circumstances, your spouse […]
October 9, 2018
Power of Attorney v. Health Care Directive: What’s the Difference?

Power of Attorney v. Health Care Directive: What’s the Difference?

When working on your estate plan, you may hear the terms “power of attorney” and “health care directive”. These two terms mean slightly different things, and […]
October 4, 2018
Can Children of Unmarried Parents Inherit in California?

Can Children of Unmarried Parents Inherit in California?

If you are a parent who is not legally married to the other parent of your children, you may wonder if your children can inherit from […]
October 2, 2018
Own a Small Business? Why You Need an Estate Plan

Own a Small Business? Why You Need an Estate Plan

If you own a small business, you need an estate plan to help you prepare for a time when you cannot make decisions about the business […]
September 25, 2018
Medi-Cal Recovery: How Will It Affect Your Estate Plan?

Medi-Cal Recovery: How Will It Affect Your Estate Plan?

California offers the Medi-Cal health coverage program for adults and children who have limited financial resources. Some people who lose health insurance after retirement may qualify […]
September 18, 2018
Life Insurance: Is It Right for You?

Life Insurance: Is It Right for You?

For those beginning to plan for retirement, life insurance often seems like an attractive option. Before you fill out the application and begin paying premiums for […]