Advance Healthcare Directives
You Need a Power of Attorney but Which One?
A will may not be sufficient to handle all situations, so other documents are added to your estate plan. Everyone needs a power of attorney.
June 4, 2019
Blog Articles
Read More »
Estate Planning
Does Estate Planning Include Your Account Passwords?
Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.
May 31, 2019
Estate Planning
Property Transfers and Gift Taxes: Estate Planning Basics
Now that you rented your old house to your daughter, that home may be considered a rental home on your federal income tax. You get to treat that as an investment property and can take some of the tax advantages available to investors, including taking depreciation on the home, deducting expenses for the upkeep, as well as deducting real estate taxes and other expenses.
May 30, 2019
Asset Protection
Estate Planning Documents and Medi-Cal (Medicaid) Planning
People frequently hear that they should visit their attorney to have their wills and other important legal documents prepared, but many people procrastinate. Therefore, if you’re in that group, do not feel like you’re alone.
May 29, 2019
Advance Healthcare Directives
Why Do Singles Need These Two Estate Planning Tools?
As it turns out, though, living wills and durable power of attorney for healthcare are two things that single people might especially want to give some thought to.
May 28, 2019
Estate Planning
What Will the SECURE Act Do?
The retirement income crisis has spurred Congress into action. Both the House and Senate introduced bills earlier this month, which would provide U.S. workers with expanded opportunities to participate in employer-provided retirement plans.
May 27, 2019
Veterans
Memorial Day 2019
This year marks the 20th anniversary of West Coast Thunder, the annual Memorial Day motorcycle parade that attracts an estimated 7,500 riders who make their
May 24, 2019
Elder Law
What to Do When Parents Can’t Handle Their Finances
So, you’re becoming concerned about your parents handling the challenge of driving and handling their finances. It is a tough issue for anyone. However, some
May 22, 2019
Estate Planning
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
May 21, 2019