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Simple “Death Deeds” Law Problematic

Posted on: July 22nd, 2016
January 1, 2016, California signed into law Assembly Bill 139, which was intended to allow individual homeowners to transfer their real estate when they die outside of a will and without going through probate. The property owner simply fills out a new form and records it. Actual ownership of the real estate noted is not transferred until death....

Planning for Alzheimer’s Disease

Posted on: July 22nd, 2016
It is estimated that some 5.1 million Americans may have Alzheimer's disease, which is a progressive brain disorder, and which can have overwhelming emotional and financial implications for today’s families. As our population ages, the prevalence of the disease rises — doubling every five years after age 65, according to the National Institute on Aging....

Clinton Lack of Plan Could Be Costly

Posted on: June 29th, 2016
A Forbes magazine analysis of the Bill and Hillary Clinton’s family holdings suggests that their net worth is somewhere in the range of $45 million, which sounds like a pretty hefty nest egg. However, without proper estate planning, that sum could take a huge hit and leave a monstrous tax bill for whoever survives....

What Happens If I Don’t Have An Estate Plan?

Posted on: June 29th, 2016
Some people don’t believe they need an estate plan. Daily, I hear “my life and estate are simple.” However, if you don’t set up your own, the state of California will “simply” decide what happens to your estate for you. ...

How Do I Know If I Need An Estate Plan?

Posted on: June 29th, 2016
An estate plan is simply a set of instructions that outlines what you want to happen if you become incapacitated and when you die. Regardless of your wealth—modest or monstrous—your plan details your desires, family situation, assets, and how and by whom you want your affairs handled, when you can’t. Then, your estate attorney translates the information into legally enforceable instructions....

Your Estate Plan is not a Static Document

Posted on: June 16th, 2016
Having an estate plan is an essential tool in your “Family Toolbox” to help ensure your loved ones will be taken care after you’re gone. Many people believe an estate plan is a static document and, once in place, will fully and accurately express your desires. The only problem is that things change and your plan should be adjusted to properly represent and protect your interests and those of your heirs....
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