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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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. -
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. -
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. -
Beware: Your Estate May Contain an Unnecessary Bypass Trust A once-popular estate planning tool may now cost families more in taxes than it saves. You should reconsider its necessity. -
A Letter of Instruction Can Spare Your Heirs Great Stress There is a lot of information that your heirs should know that doesn't fit into a trust or will. The solution is a letter of instruction.