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Did diminished capacity result in your disinheritance?

Did diminished capacity result in your disinheritance?

Well before your parent passed away, you knew something was wrong. Perhaps he or she began acting strangely,…
Not all conservatorships are for the elderly or incapacitated

Not all conservatorships are for the elderly or incapacitated

Many people here in California remember when performer Britney Spears had an apparent breakdown when she attacked a…
The danger of conservatorships: Exploitation of the elderly

The danger of conservatorships: Exploitation of the elderly

As California residents age, their families may find it necessary to take over their decision-making. This is where…
File Folders

Four Documents to Empower Your Life and Death

In our complicated world, we plow through a lot of paperwork. From taxes, to buying or selling a…
Do you have legal standing and grounds to contest a trust?

Do you have legal standing and grounds to contest a trust?

Before a loved one passed away, he or she may have created an estate plan that involved the…
money growth

Estate Planning Under Tax Cuts and Jobs Act (the “ACT”) Passed Effective 2018

The ACT provides for many new income and estate tax features.  The purpose of this brief article is…
Did you know there are different type of conservatorships?

Did you know there are different type of conservatorships?

One of the most difficult things that many California families experience is reaching the realization that a loved…
Taking measures to watch the trustee of a special needs trust

Taking measures to watch the trustee of a special needs trust

Being the parent of an adult child with special needs can be a challenge at times. Providing for…
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Don’t Procrastinate Your Estate Planning

“I’m not afraid of death; I just don’t want to be there when it happens.” Like Woody Allen,…
Do you know your rights as a beneficiary of a family trust?

Do you know your rights as a beneficiary of a family trust?

In order to pass on and protect a family’s wealth, many will create an irrevocable family trust. If…