High net worth individuals must be very aware of the potential impact of the federal... [Read more...]
When Is a Federal Estate Tax Return Due?
The estate tax is a factor if the value of your estate exceeds the amount... [Read more...]
Who Can Act as an Agent Under a Power of Attorney?
Your estate plan should ideally be looked upon as the culmination of a long-term financial... [Read more...]
How Much Does a Special Needs Trust Cost?
There are various different ways to facilitate asset transfers to your heirs. When you are... [Read more...]
Will Medi-Cal Pay for In-Home Care?
When you are budgeting for the future, you should certainly set aside funds for your... [Read more...]
What Happens to a Living Trust When One Spouse Dies?
Before we explain the intricacies of living trusts as they apply to married couples, we... [Read more...]
What Is a Grantor Retained Annuity Trust?
A grantor retained annuity trust (GRAT) could potentially be useful if you are exposed to... [Read more...]
Do Young Adults Need an Estate Plan?
Researchers periodically conduct studies that ask people about their estate planning preparedness. Time after time,... [Read more...]
Advantages and Disadvantages of a Conservatorship in San Jose
When you are planning ahead for the future, you should prepare yourself for each stage... [Read more...]
What Is a Qualified Domestic Trust?
Before we explain the purpose of a qualified domestic trust, we should provide some background... [Read more...]
Power of Attorney vs. Conservatorship (An Elder Law Today Blog)
One of our readers recently contacted our office to ask if we had literature on... [Read more...]
Is Medi-Cal Relevant to the Health-Conscious?
Everyone is aware of the fact that they should plan ahead for retirement. You typically... [Read more...]
