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Category Archives: Estate Planning

How Do I Plan To Remain In My Home As A Senior

Lonely senior citizens may fall victim to online romance fraud

12/07/2022
California seniors stand a greater chance of succumbing to online romance fraud, not because of their age, but because of loneliness. According to information from the Pew Research Center, 14% of senior citizens spend all of their time by themselves. ... Read More
How Do I Plan To Remain In My Home As A Senior

How do I Plan to Remain in My Home as a Senior?

12/07/2022
When many people retire, they plan to live in their homes for the rest of their lives or, at least, for as long as possible.  Recently, the AARP Public Policy Institute reported findings that 87% of individuals age 65 and older preferred ... Read More
How Can I Plan For My Disabled Sibling

How Can I Plan for My Disabled Sibling?

12/07/2022
When a child has a significant special need or disability, their parents often take care of them well into adulthood. As time passes and aging parents can no longer provide for their child’s advanced needs, the caregiver alternatives are ordinarily ... Read More
5 Simple Ways To Prevent The Nursing Home From Taking Your Parents’ Money

5 Simple Ways to Prevent the Nursing Home from Taking Your Parents’ Money

12/07/2022
As your parents age, long-term care issues may become increasingly important. It’s not always possible to know when a significant health condition will arise. However, if your elderly parent becomes ill or is injured, they may need nursing home care. ... Read More
How To Avoid Children Fighting Over Inheritance

How to Avoid Children Fighting Over Inheritance

12/07/2022
Estate litigation between siblings is, unfortunately, more prevalent than you may know. The cause is straightforward: a parent’s decision to provide more or less of their inheritance to one kid over another can be hurtful during an already difficult time. ... Read More
Pre Estate Planning Checklist To Make Life Easier

Pre-Estate Planning Checklist to Make Life Easier

12/07/2022
Estate planning may be difficult and tedious, which is why so many die without having a plan in place. Don’t worry, it’s not as daunting as it seems! Seeking legal counsel to help you navigate this procedure is both essential ... Read More

Making estate planning easier for the family

05/24/2015
Some California residents may know that one facet of estate planning involves explaining to family members what the estate plan entails and what to do if that individual should die. Because an estate plan may be complex, there might be ... Read More

Planning for possible incapacity in California

04/28/2015
People who are planning their estates often fail to plan for the possibility that they may become incapacitated due to an accident or illness. If a person does not include incapacity planning as a part of the overall estate plan, ... Read More

Preparing a will as part of estate planning

04/23/2015
California residents who are over the age of 18 may want to consider writing a will. A will is a part of most estate plans, and without one, the state often decides how an individual’s assets are distributed after their ... Read More

The importance of estate planning

04/16/2015
California members of the Baby Boomer generation have traditionally been more concerned with maximizing income and planning for retirement than they have been with estate planning. However, as the boomers enter their sixth decade, it becomes more important to have ... Read More