Planning Options For End Of Life

The Community Link, a newspaper serving eastern Ventura County, published “Planning Options For End of Life,” in the June 2017 issue. The article is published in its entirety below, or see The Community Link, June issue – page 11. Planning Options...

Simple “Death Deeds” Law Problematic

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...

How to Write Off Long-Term Care for Parents with Dementia

When tax time rolls around, if you happen to be a caregiver for a parent suffering from some form of dementia, such as Alzheimer’s, you may be able to claim your parent as a dependent for tax purposes, itemizing and claiming their qualified, unreimbursed medical...