As a firm that specializes in elder law and estate planning matters, we provide comprehensive assistance to people that are looking ahead toward the eventualities of aging. At the same time, we also work with families in a holistic manner, because in many instances, there will be cooperation between generations.This becomes especially relevant when seniors are starting to become unable to handle all their own day-to-day needs.There are some statistics that you should digest if you have … [Read more...] about Medi-Cal Waiver Can Provide Relief for Caregivers
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Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses SECURE Act and More
The SECURE Act and What It Means for You
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more. … [Read more...] about The SECURE Act and What It Means for You
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [Read more...] about Planning for the SECURE Act
Inherited Knowledge Can Be Priceless
When you consider the terms “legacy” or “estate planning,” financial matters will probably come to mind. This is understandable, and it is very important to take the right steps to properly provide for your loved ones monetarily. At the same time, there is another aspect to consider.Some things are more important than money, and this can sound a bit trite on the surface. Yes, we all have bills to pay, but dollars and cents come and go quite easily all things considered.There are other … [Read more...] about Inherited Knowledge Can Be Priceless
Quarterly Economic Update Fourth Quarter 2019
As we look back and reflect on what was predicted by many to be a year of worry and concern, equity markets advanced heavily in 2019 and investors were rewarded. The final month of the year brought several new highs for both the S&P 500 and the Dow Jones Industrial Average (DJIA). In the fourth quarter of 2019, the S&P 500 rose over 9% and for the year it turned in its best annual performance since 2013. The DJIA also had a strong quarter rising 6.7%.(Source: RWBaird.com … [Read more...] about Quarterly Economic Update Fourth Quarter 2019
Trust Administration: Legal Assistance Can Be Invaluable
Before we address the topic at hand, we should briefly explain why a living trust can be preferable to a last will in many instances. Generally speaking, if the value of your estate exceeds $166,250, and you use a will to state your final wishes, the full probate process would be a factor.The executor that you name in the document would handle the estate administration chores, and the court would provide supervision. Probate can take close to a year even if there are no especially … [Read more...] about Trust Administration: Legal Assistance Can Be Invaluable
Top Five Estate Planning Tips
The majority of people put the process of estate planning on the back burner for far too long. In many instances, when they finally take action, they do not act in a fully informed manner. With this in mind, we are going to share a handful of simple but useful tips in this post.Avoid DIY “Solutions”If the thought of going through life without an estate plan is nagging you in the back of your mind, you may impulsively decide to take action in a given moment. There are websites out there that … [Read more...] about Top Five Estate Planning Tips
Remarriage Planning Can Protect Your Legacy
Sometimes we come across news stories that are relevant to elder law and estate planning, and one of these has been circulating recently. At the beginning of December in 2018, a 26-year-old woman was placed under arrest at Tampa International Airport in Florida. She was charged with fraud and money laundering, and the victim was her husband.Richard Rappaport is a 77-year-old man of some means, and he married this young lady, Lin Helena Halfon, about four months before she was arrested. She … [Read more...] about Remarriage Planning Can Protect Your Legacy
