Estate planning is one of the most important steps you can take to protect yourself and your loved ones. This being said, there are a lot of terms that can be confusing, especially if you're not familiar with them. In this blog post, we will explore some of the most important estate planning terms a…Read More
Prop 19 - For the past few months, our Law Firm has been extremely busy strategizing with clients, creating trusts and transferring properties before Proposition 19 took effect. As a refresher, Proposition 19, passed by California Voters last fall, eliminates the ability for families to retain the…Read More
WHAT YOU NEED TO KNOW RIGHT NOW CALIFORNIA PROPOSITION 19 ITS DEVISTATING EFFECT ON YOUR FAMILY AND WHAT TO DO BEFORE IT’S TOO LATE By JANIS A. CARNEY Attorney at Law Certified Specialist in Trusts & Estates* and Elder Law** Although not yet final, it appears that on November 3, 2021…Read More
In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states’ stay in place orders, it may be tempting to create your own documents all on your own. Whether you are considering writi…Read More
Free Download- Will Formalities Having an updated last will and testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It is the formal objection to a will’s (or trust’s) val…Read More
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retireme…Read More
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things…Read More
As a Millennial or Gen X-er, you understand the power of technology to make daily life easier. Unfortunately, your aging parents are frequently hesitant to adopt new tech, even when it could enable them to age in place for longer. Getting older adults to embrace new technology can be a challenge. Se…Read More
For most Americans, retirement is a crucial part of their life goals and plans. After working diligently for many years to provide for ourselves and our families, most of us want an easier period of time that we can spend doing the activities we want to do, regardless of work obligations. Whether th…Read More
Estate planning is an essential legal and financial component of planning for the future. An estate plan designates who will make decisions for you, take care of your children, and receive your assets in case you become incapacitated or pass away. While you may not feel like you need an estate plan …Read More