Category: Estate Planning

You have worked hard to accumulate your assets and property. However, you could lose a substantial portion of your savings and assets because of a lawsuit. Even if you were not at fault, a jury could decide you are liable. If so, the party seeking compensation could pursue claims against your assets.

After your death,...

A Physician Orders for Life-Sustaining Treatment (POLST) is a physician order that helps give people with severe illnesses more control over the end-of-life care they will receive. A POLST and an advanced healthcare directive can include some of the same terms and instructions, but there are quite a few differences between these documents.

A California...

Planning for retirement can be overwhelming. Either it feels so far away that you might not think you need to do anything about it yet, or you might think that it will be impossible to save enough money, so you give up entirely. A sound retirement plan could help you avoid both of these...

The specific documents in a California estate plan can vary somewhat. The general concept of a California estate plan is a combination of documents that protect the individual while one is alive and the heirs and beneficiaries after one’s death. Everyone has a unique situation and different goals and needs, which is why one person’s...

If you created a living trust 10 or 20 years ago, you probably need to update it to avoid problems for yourself and your beneficiaries. Even a living trust from five years ago could need some revisions if it is going to meet your current goals and needs.

A California estate planning attorney can...

If you are named to serve as the personal representative of a loved one’s estate, you will have many responsibilities under the California probate code. One of these tasks is to file an inventory with the probate court. You will have to follow the rules and perform this task correctly before the judge will...

For many people, their home is their largest asset. Therefore, they want their children to inherit their home. Working with a California estate planning attorney is the best way to ensure your children inherit your home after your death.

Leaving Your Home to Your Adult Children

There are four basic ways you can leave your home...

Serving as the caregiver for an aging relative with Alzheimer’s disease or another form of dementia can be exhausting, stressful, and isolating. Since millions of Americans find themselves in this situation, it could help if you have a few pointers to help you on this challenging path.

A California elder law attorney can...

As you evaluate your preparations for retirement, you need to know how your income will get taxed after you stop working and have a fixed income. Many people rely primarily or solely on Social Security retirement benefits when they retire. Pensions are not as commonplace as they used to be. Some people invest...

No one enjoys paying taxes. However, there are very few people who are able to avoid paying some form of taxes during their lifetime. Unfortunately, some individuals pay taxes after their death. Estate taxes can be a burden on your family. Our California elder law attorney can help you develop strategies for avoiding...