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CalABLE is Coming Soon – by, Danielle Al-Abed

For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will change this for Californians. Under current policy, if an individual’s personal assets exceed a total of...

End of Life Option Act – Up in the Air

Current Developments: End of Life Option Act is up in the air. This article was written by Danielle Al-Abed. California’s “End of Life Option Act” now hangs in the balance as a result of opponents recently challenging the validity of the legislation. The act allows...

Of Hearts And Minds – Estate Planning For Families With Kids

If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of 18, I talk in terms of Hearts and Minds. Imagine a world...

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