Estate Planning for Blended Families
The unique nature of a blended family – that is, a family where one or both spouses have…
Out of the Frying Pan into the Fire
In the midst of all of the talk about potential federal estate tax repeal, many individuals have elected…
Major Estate Planning Mistakes by Celebrities
Because of some very obvious and egregious mistakes made by famous celebrities with respect to Estate Planning, all…
Asset Protection Planning
Many times we think of Asset Protection Planning only with respect to potential creditors who might sue us. …
New Year’s Resolution: Maintain Corporate Compliance
For many, it’s not uncommon for a New Year’s resolution to last several days before it falls by…
California Transfer on Death Deeds: The Good, the Bad and the Ugly
Sarah Spenless is an elderly widow with just one asset holding value: her home, which is worth $500,000.…
New Medi-Cal Estate Recovery Law: Another great reason for a revocable living trust
California’s current Medi-Cal recovery rules are primed for a big change. Governor Jerry Brown has signed into law…
Is An Attorney Necessary For Trust Administration If Everyone Agrees?
It is common for people to feel that if they have a revocable living trust, they will not…
Charitable Giving Through Prepared Trusts
You Can’t Take it With You (But you can control its course) Bill Gates famously noted that philanthropy…
Trust Beneficiary Basics
How Do I Know If I Am a Trust Beneficiary? You are a trust beneficiary when you are…