Article, Civil Litigation, Estate Planning, wealth preservation
I was asked by a “friend” about her step mother staying in her dad’s home after dad died. He had written a trust and in it he granted her a “life estate.” According to the terms of the trust, she was “entitled to remain and reside within our residence at 1122Boogie...
Article, Estate Planning, wealth preservation
A WILL OR A TRUST – THAT IS THE QUESTION When a couple with young children approach estate planning for the rst time, the rst hurdle in the planning process is to determine what type of estate plan to use: one that is based on a Will or one that is based on a...
Blog, Estate Planning, wealth preservation
Many individuals who are looking for an estate planning attorney look for a personal connection with that attorney, but there are many other characteristics which should be taken into account when choosing an estate planning attorney which suits your needs. Here are...
Blog, Estate Planning, wealth preservation
For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will finally change this for Californians. Under current policy, if an individual’s personal assets exceed a total...
Estate Planning, wealth preservation
PROPOSED LEGISLATION MAY TRIGGER REASSESSMENT OF COMMERCIAL PROPERTY AND MAY TRIGGER REASSESSMENT ON TRANSFER OF YOUR HOME TO YOUR CHILDREN Proposition 13, approved by voters in 1978, set a landmark measure that set property taxes at a low rate in California. ...
