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.
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What to Do if COVID-19 Is Complicating Long-Term Care Plans Figuring out how to plan ahead for long-term care for an aging parent is usually the greatest burden. It's even more challenging due to the COVID crisis. -
Considerations When Choosing a Guardian To Raise Your Kids Do you have minor children? If so, have you considered choosing a guardian who you want to raise your kids if you (and/or other parent) suddenly passed away? -
Creative Ways to Leave "Intangible Assets" To Your Loved Ones Intangible assets such as personal letters and photo books can be incredibly comforting for loved ones when you are no longer around. -
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!