October 18, 2018
A Totten trust may sound like a fancy and unusual type of estate planning tool. In fact, it is just another name for a payable on […]
October 16, 2018
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
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
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
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
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 27, 2018
In the 21st century, nearly all Californians have some kind of digital asset – an email account, text messages, online banking, or social media postings, to name […]
September 25, 2018
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 20, 2018
When planning for retirement using IRAs or other savings tools, keep in mind the goals of your estate plan. Your beneficiary designation for your IRA could […]