July 19, 2018

Guardianship Basics in California

Guardianships allow one person to legally assume the responsibility of caring for another person or managing their financial assets. In California, the term guardianship refers to […]
July 17, 2018

Pet Trusts in California

Do you have a beloved pet and want to make sure your pet always receives the best care? You may want to consider forming a pet […]
July 12, 2018

Considering Changes to Your Estate Plan as You Approach Retirement

As you approach retirement, consider revisiting your estate plan to ensure it still meets your needs. If you made the plan years ago, many things in […]
July 10, 2018

How a Power of Attorney Can Protect You

Nearly everyone has financial obligations that would need to be managed in the event of a serious accident or health problem. A power of attorney can […]
July 5, 2018

If You Have Life Insurance, Do You Still Need a Will or Trust?

Companies advertise life insurance as the solution to all your future planning needs. The insurance provides funds to support your spouse and children if anything were […]
July 3, 2018

Health Care Directives in California

Health care directives allow Californians to decide who will make decisions for them if they cannot do so themselves. These legal documents designate the people who […]
June 28, 2018

When a Relative Dies Without a Will

If your relative died without making a will, you probably have questions about what to do next. Dying without a will is known as dying intestate. […]
June 26, 2018

How Will the New Federal Estate Tax Exemption Affect Estate Planning?

The Tax Cuts and Jobs Act of 2017 raised the estate tax exemption, among numerous other changes to federal tax laws. While the other changes may […]
June 14, 2018

Estate Planning for Parents of Children with Special Needs

If you are the parent of a child with special needs, we cannot stress enough that you need a tailored estate plan. Caring for children with […]