People overlook many of these tasks and responsibilities on a day-to-day basis. However, consider how much money or time you would need to complete them if the stay-at-home parent is unable?
Category Archives: California Law
08
Apr
Apr
Most people prefer to keep this type of information private. So, the best way to ensure discreteness is to keep your estate out of probate.
18
Mar
Mar
We live in an increasingly digital world now. And courts increasingly determine whether a will created and stored on a computer, tablet, or cell phone and e-signed meets the traditional requirements of being “in writing” and “signed by the will maker.”
California Law, Estate Attorney, Estate Planning, Trustee, Trusts, Uncategorized
More About a Common Trust
04
Feb
Feb
The trust created often leaves instructions to the trustee. In these, they note that older children earn an advancement from the common trust. They use this to pay for expenses such as buying a home or starting a business.
10
Dec
Dec
As professional advisors, we spend hours with our clients. In fact, we grow familiar with their most personal details. Listening intently and helping our clients achieve financial and tax planning goals creates a natural closeness between clients and advisors.
05
Nov
Nov
Rather than ignoring an uncomfortable topic, think proactively about the challenges of living with mental illness.
29
Oct
Oct
In most cases, people emphasize the complexities associated with court involvement. Namely, court supervision makes the process of distributing money and property a public proceeding.
California Law, Elder Care, Elder Law, Life Changes
Assisted Living: Five Steps Before Moving Your Parents
06
Aug
Aug
When elderly parents require more help than an in-home caregiver can provide, we recommend you take the following steps to learn about long term care before committing to relocate your parents.
Assets, California Law, Estate Planning, Heirs, Inheritance, Taxes, Trustee, Uncategorized
Wealth Transfer Checklist
23
Jul
Jul
To help your loved ones avoid this troubling statistic, educate, and update your extended family about wealth transfer goals. Finally, it alerts them to the plan you created to achieve these goals.
16
Jul
Jul
The person who was paid must not have been reimbursed by their insurance company. Reimbursed amounts do not qualify for eligibility under the unlimited medical exclusion tax-free gift category.