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Posts by category

• Category: Estate Planning
  • Preserving the Family Home from Medi-Cal Recovery
  • Lowering Your Chances at Qualifying for Medi-Cal? 
  • Five Reasons To Plan Your Estate Now
  • Smart People Do Estate Planning
  • Medi-Cal Planning: There’s a Right Way and a Wrong Way
  • Avoid Public Scrutiny Of Your Private Life
  • The Tale of the Two Buckets
  • Is your existing estate plan obsolete?
  • Five conversations to have with your parents and elders during the pandemic
  • How Will You Age in Place and Be Able to Die at Home?
  • Preparing for Coronavirus
  • Is joint tenancy the best way to hold title?
  • The Questions of Estate Planning, Part 6: Why
  • The Questions of Estate Planning, Part 5: How
  • The Questions of Estate Planning, Part 4: Where
  • The Questions of Estate Planning, Part 3: When
  • The Questions of Estate Planning, Part 2
  • The Questions of Estate Planning, Part I: Who
  • We have begun providing our  clients with a free year of an emergency service called DocuBank.
  • HCPOA: better to have and not need, than need and not have.
  • Do I need a Healthcare Power of Attorney?
  • It’s never too early to protect your family, but it can often be too late.
  • New Tax Proposals
  • This is why you hire a professional
  • A DIY Vasectomy?!?
  • Selecting an Agent
  • Turning the Page on 2018 and Looking Forward to 2019
  • Grantor Trusts Provide Flexibility and Ease
• Category: Estate Planning
  • When Father Time Catches Up With Our Parents
  • My Dad always told me to “make the best of a bad situation”
  • Joint Tenancy Pros and Cons
  • 2019 estate planning resolutions in June? It’s never too late to take action
• Category: Family Living Trust
• Category: Financial Planning
• Category: Health Care Power of Attorney
• Category: Joint Tenancy
• Category: Legal Education
• Category: Medi-Cal Planning
• Category: Medi-Cal Planning
• Category: National Estate Planning Awareness Week
• Category: Taxes
• Category: Uncategorized
  • Are you prepared? The majority of Americans are not.
  • Is Knowledge Power?
  • Medi-Cal Recovery?!?
  • St. Patrick’s Day and Coronavirus
  • SECURE Act strategies discussed at Heckerling 2020
  • The Secure Act and What It Means for You
  • Do we need to fear the new decade?
  • You can’t predict. You can prepare.
• Category: Wills and Trusts

Seminars

• Legacy & Estate Planning Educational Webinar
• WHY MOST ESTATE PLANS FAIL AND WHAT TO DO ABOUT IT
• Why Most Estate Plans Fail and What to Do About It
• Estate Planning Seminar
• Estate Planning Seminar
• Medi-Cal Planning For Perilous Times
• Protecting Your Nest Egg and Family Legacy
• Medi-Cal Planning For Perilous Times
• Protecting Your Nest Egg and Family Legacy
• Medi-Cal Planning For Perilous Times
• Protecting Your Nest Egg and Family Legacy
• Medi-Cal Planning For Perilous Times
• Protecting Your Nest Egg and Family Legacy
• Protecting Your Nest Egg and Family Legacy
• Medi-Cal Planning Webinar
• Medi-Cal Planning For Perilous Times
• Protect Your Nest Egg & Family Legacy
• Medi-Cal Planning For Perilous Times
• Protecting Your Nest Egg and Family Legacy
• Medi-Cal Planning For Perilous Times
• Protecting Your Nest Egg and Family Legacy
• Learn about Wills & Trusts from the Safety and Comfort of Home
• Learn about Wills & Trusts from the Safety and Comfort of Home
• Learn about Wills & Trusts from the Safety and Comfort of Home
• Learn about Wills & Trusts from the Safety and Comfort of Home
• Legacy & Estate Planning Educational Webinar
• Legacy & Estate Planning Educational Webinar