A Heart for Families When a family loses a loved one, the process of grieving can be a long and difficult one. There are also numerous details that need to be addressed when it comes to taking care of the deceased person’s belongings, outstanding bills, final tax returns, and figuring out what work needs to be done to settle their estate. As the lead Trust Administration attorney for our firm, Srushti Shah Chauhan is ready to help guide families through the process of administering the … [Read more...] about Meet Attorney Srushti Shah Chauhan
What Taylor Swift Can Teach Us About Estate Planning
Regardless of your feelings about her music, her attendance at National Football League games, or anything else related to the popstar, it’s hard to argue that Taylor Swift isn’t a cultural phenomenon. In 2023, Taylor launched a multi-city tour that broke records for attendance, sales, merchandising, and gross revenue; the Federal Reserve credited her with boosting the country’s economy; and Time magazine named her Person of the Year. While interesting, these statistics only tell part of the … [Read more...] about What Taylor Swift Can Teach Us About Estate Planning
The Purple Onion…an ode to Tangible Personal Property
More than one estate has boiled down to a fight over tangible personal property. Sometimes even if it lacks monetary value, it holds tremendous emotional significance for the beneficiaries. Maybe they remember Mom wearing a string of fake pearls or the no-name watch that Dad wore with pride. Things become more heated; however, when tangible personal property has value. Passing it on to beneficiaries requires a plan both during life and after death. Read on to learn more. … [Read more...] about The Purple Onion…an ode to Tangible Personal Property
UNLOCK YOUR WEALTH POTENTIAL – Learning the Vital Elements of Financial Literacy
Americans have long insisted that all citizens learn basic literacy skills — reading, writing, and arithmetic. But only half of the states require students to learn financial literacy skills, which can be almost as important for a secure, productive life. As we observe Financial Literacy Month in April, it is worth noting that more than 1 in 3 Americans are still not financially literate — that is, they are unable to understand and apply basic financial concepts. These include calculating how … [Read more...] about UNLOCK YOUR WEALTH POTENTIAL – Learning the Vital Elements of Financial Literacy
Attorney Justin M. Kennedy Selected as 2024 Super Lawyer
We are proud to announce that Attorney Justin M. Kennedy has been selected to the 2024 California Super Lawyers list. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. Super Lawyers, part of Thomson Reuters, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. The annual selections include a statewide … [Read more...] about Attorney Justin M. Kennedy Selected as 2024 Super Lawyer
Long Term Care Costs and Medi-Cal Planning in 2024 (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses updates in the California Medi-Cal rules in 2024 and how those changes impact Medi-Cal Planning to pay for long-term care. Could Medi-Cal Help Pay for Your Long-Term Care? One of the biggest concerns we hear from seniors and their families is, "How will I pay for long-term care if I need it?" It is an understandable concern. The cost of care can add up quickly, whether you need assistance at home, assisted living, or skilled nursing … [Read more...] about Long Term Care Costs and Medi-Cal Planning in 2024 (VIDEO)
Estate Planning 101: Navigating Your Future With Confidence
Estate planning, a crucial aspect of financial management, involves preparing for management of your assets should you become incapacitated and the transfer of assets after death. It is a process that ensures your hard-earned assets are overseen when you are unable to do so and distributed according to your wishes, potentially reducing legal complications, and minimizing taxes for your beneficiaries. The Importance of Estate Planning No matter the size of your estate, planning is essential. It … [Read more...] about Estate Planning 101: Navigating Your Future With Confidence
Estate Planning and the Rule of Three (VIDEO)
In this vlog, estate planning and elder care attorney Justin M. Kennedy discusses Estate Planning and the Rule of Three. To learn more about the importance of comprehensive estate planning and applying the rule of three to your plan, attend one of our free living trust seminars by clicking here. … [Read more...] about Estate Planning and the Rule of Three (VIDEO)
Sidestep Probate and Reap Additional Living Trust Benefits
Estate planning is essential for securing your legacy and providing for your loved ones. One crucial aspect is understanding the drawbacks of probate and how a revocable living trust can offer a comprehensive solution for many people. This blog will explore the negatives of probate and elaborate on the multiple benefits of a revocable living trust. The Drawbacks of Probate Probate can be a lengthy process, taking months to years. This delay in asset distribution can be burdensome for … [Read more...] about Sidestep Probate and Reap Additional Living Trust Benefits
There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Matthew Perry died at the end of 2023. While it seems unlikely that Matthew’s estate will end up embroiled in a court battle as we see with other celebrity estates, that doesn’t mean that we can’t learn anything from his death and Estate Plan. Read on to learn more. … [Read more...] about There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
