Get an Attorney’s Perspective of California Estate Plans
Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
- Page 1
-
Pandemic Relief For Retirement Account Owners Retirement account owners, many of whose retirement balances have been pummeled due to the pandemic, do not have to take mandatory withdrawals this year. -
Estate Planning During a Divorce: 4 Key Considerations What happens to your estate plan when you divorce? Here are some key strategies to make sure your wishes are protected during and after the process of divorce. -
Caregivers Are Getting Younger - Need Long-Term Care Plan As baby boomers age, more millennials are becoming caregivers. They are caught in the "sandwich generation" squeeze. Careful long-term care planning is needed. -
How to Include Cryptocurrency in an Estate Plan The growing popularity of cryptocurrency means it is increasingly something that must be considered in your estate planning. -
3 Changes to Your Estate Plan to Consider Due to COVID-19 There are unique aspects of the COVID-19 crisis that your current estate plan documents may not be suited to handle. -
How to Assist Aging Parents During the Pandemic Due to COVID-19 you may not be able to visit your elderly parents right now. This article provides options on how to continue to assist elders from a distance. -
The George Patton Approach to Estate Planning Being in the estate planning & elder law business, one of the difficult challenges we face is getting clients to take action. 3 reasons to take action NOW! -
Planning for Flexibility in Your Trust Estate planning is important, because the future is uncertain. Planning for flexibility in your trust is possible, with the proper guidance. -
Coronavirus Help for Small Businesses: The CARES Act. If small businesses are devastated by the pandemic, so is the economy. It's in everyone's best interest for the federal gov't to support small businesses. -
New Law Makes Big Changes to Retirement Plans The SECURE ACT changes the law surrounding retirement plans in several ways that requires reevaluation of estate plans.