by Christine | Nov 19, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Wills, health care directives, lists of passwords to online accounts. By now, most people know they should prepare these items — even if they haven’t yet — and make them available to trusted family members before the unthinkable, yet inevitable, happens. While getting...
by Christine | Nov 5, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Inheritance, Probate, Trusts, Wills |
So who needs estate planning? The answer is just about everyone. Although it is true that the planning that is required for a person with very limited wealth versus that of a person with great wealth, should not be as complex or costly, some degree of planning is...
by Christine | Oct 30, 2014 | Advanced Health Care Directive, Asset Protection, Estate Law, Estate Planning, Estate Tax, Estates, Inheritance, Tax Planning, Trusts, Wills |
The important point to keep in mind is that DIY estate planning provides forms and not legal advice. An attorney may provide you insights into your situation and prepare documents that are specifically tailored to your circumstances and needs, potentially saving your...
by Christine | Oct 28, 2014 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Estates, Living Trust, Medical Directives, Power of Attorney, Probate, Trusts, Wills |
The online forms you come across may or may not work. These forms tend to not be state specific which means your will may or may not be valid. If you are going to take the time to draft a will or any other estate planning document (which you should), you definitely...
by Christine | Oct 27, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Inheritance, Trusts, Wills |
Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for the people and the wealth in our lives, not enough of us have planned to protect all that we have. Pass the pie please! And not just...
by Christine | Oct 23, 2014 | Advanced Health Care Directive, Asset Protection, Assisted Living Facility, Conservatorships, Dementia, DNR, Durable Power of Attorney For Finances, Elder Care, Elder Law, Estate Plan, Estate Planning, Estates, Healthcare, Individual Retirement Accounts (IRA), Intentionally Defective Grantor Trust (IDGT), Irrevocable Trust, Living Trust, Living Will, Long Term Care, Long Term Care Insurance, Medi-Cal Long Term Care, Medical Directives, Nursing Homes, Obama, Power of Attorney, Social Security, Trusts |
Medical research confirms one of the first things people have trouble with in the very early stages of dementia is managing personal finances. This means people can make very expensive financial mistakes, often before anyone notices there is a problem. I have seen...
