Planning to Receive an Inheritance

July 15, 2021

Believe it or not, there are some essential things you must consider when you anticipate receiving an inheritance. Understanding these issues can be crucial to protect that inheritance from unnecessary taxes and outside threats like creditors, divorcing spouses, and bankruptcy.

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How to Responsibly Leave an Inheritance to Your Grandchildren

June 28, 2021

Naturally, grandparents love their grandchildren and want them to succeed in life. And when grandparents are in the twilight of their lives, their hearts often turn to the younger generation with a desire to give them whatever advantages they can, especially if they were unable to give their own children those same advantages when their children were younger

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President Biden’s First One Hundred Days: Looking Back and Planning Ahead

May 8, 2021

With these issues at the top of Biden’s priority list, it may appear that no real changes are coming down the pipeline that are directly related to the estate plans of most Americans of average means.

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The Pros and Cons of Powers of Appointments

April 10, 2021

Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf while you are still living), a power of appointment can be an incredibly useful tool if used properly and knowledgeably.

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Your help is needed to delay Prop 19, also: A review of Trust Protectors

March 2, 2021

Your help is needed to repeal and temporarily delay Prop 19. I wrote the CA senator last December and she is taking action!

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Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

February 14, 2021

A detailed inventory of all of your accounts and property is crucial for helping your loved ones manage your legal and financial affairs effectively

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Gentleman signing Prop-19 documentation

Prop 19 Update – and Is Your Estate Plan Incapacity Proof?

January 8, 2021

Newly passed Proposition 19 significantly limits a child’s right to inherit the property while keeping your low property tax.

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Election Update: Prop 19 and Planning under the Biden Administration

November 17, 2020

Although we await the official certification of the election by each state, an official concession by President Trump, and the outcome of several pending lawsuits–which could take us into December or even January–the 2020 election and its aftermath promise significant changes in how Americans will be taxed.

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Protecting Your Significant Other’s Future

October 14, 2020

October is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning.

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