Archive for 'Estate Planning' Category
Nov 5, 2019

As loved ones age, families can run into many tough decisions about how to care for them. These decisions become even harder if loved ones start losing mental capacity. So, what can families do if they believe their loved one is mentally incapacitated? First, how can you tell a loved one is incapacitated? It is […]

Oct 14, 2019

When parents start aging, many adult children take on the duty of caring for them. Many might see it as their responsibility since their parents took care of them as they grew up.  However, becoming a caregiver can be both a physically and emotionally stressful situation for any one person and their family. Caregivers might […]

Oct 8, 2019

There are two topics that many individuals do their best to avoid talking about: money and the end of their life. This was clearly shown in a 2016 study conducted by Fidelity Investments. The study found that many families disagree about when it is necessary to discuss finances and end-of-life concerns. And nearly 43% of parents […]

Aug 21, 2019

Watching as loved ones struggle with their health can be a challenge. However, it can be dangerous when loved ones can no longer fulfill their basic needs. In these cases, it might be necessary for families to consider establishing a conservatorship to ensure their loved one gets the care they need. California law favors family […]

Aug 14, 2019

The availability of information and software on the internet has led many people to attempt do-it-yourself (DIY) solutions even with potentially complex matters such as making an estate plan. Though this might save some time and money in the short term, it can also lead to significant challenges with probate and estate administration. A proper […]

Jul 30, 2019

Including an animal companion in an estate plan might seem like something reserved for celebrities. However, that is not the case at all. As much as we think of our pets as members of our family, not many people think to plan for their pet’s future. While individuals can include their pets in their will, […]

Jul 7, 2019

A third of all people over 50 who break a hip die within the following year. That’s a frightening statistic. Even if you’re among the two-thirds who don’t suffer this fate, your overall health can take a turn for the worse after a serious accident or injury in your senior years — even if you […]

Jun 18, 2019

Millions of lesbian, gay, bisexual and transgender (LGBT) people worldwide are celebrating Pride Month along with their supportive friends and family. Too many, however, have become estranged from some family members — and sometimes from their entire family — because of who they are. Many people, for a variety of reasons, create a “logical” family […]

Jun 10, 2019

Many Californians make a revocable living trust the centerpiece of their estate plan. It allows them to maintain control over their assets while they’re alive and well. Then the assets are transferred to their designated heirs and beneficiaries upon their death. A revocable living trust is “living” in another sense. The person who establishes it […]

May 30, 2019

Many Californians are single parents raising young children. In some cases, the other parent has passed away. Maybe the other parent has no custody rights. Perhaps they’ve chosen to have or adopt a child on their own. Whatever the case, it’s essential to ensure that your child will be cared for if you pass away […]