WEBINARS & BLOGS
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- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
What to do if you receive a stimulus check on behalf of a decedent
Case in point: the stimulus checks that many Americans are receiving right now. The IRS has issued guidance stating that the money should be returned ...
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10 Retirement Planning Mistakes to Avoid
By James L. Cunningham Jr., Esq. Retirement planning is one of the most important financial goals for your future. When done right, you’ll be assured ...
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The Right Questions to Ask When Choosing an Assisted Living Facility
To help you make that choice, we’ve included the right questions to ask when choosing an assisted living facility below. For more on this topic, ...
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Crucial differences between Executor of a Will & Trustee
An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities at stake when confusing these ...
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Elder Fraud Abuse – How to Avoid Being a Target
Senior citizens and scams — elder financial abuse statistics are staggering and it can be hard to know how to protect your elderly parents’ assets. ...
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How to Prepare Financially for the Death of a Spouse
How do I plan for the death of my spouse? When my spouse dies, what happens financially? Will my Social Security income be cut when ...
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What is the difference between a POLST (Physician Orders for Life-Sustaining Treatment) and an Advance Healthcare Directive?
What is the difference between an Advance Directive and a POLST form? If you’re like a lot of people, you may know that you should ...
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Your Teenager’s College Checklist: Legal Documents Every College Student Should Have
Do I need a Durable Power of Attorney for my college student? Do college students need to designate a health care agent or health care ...
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Money Managing With Children
How can you manage money with children? Can you protect your kids through your money even after you’re gone? Will your children be financially solvent? ...
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Protecting Children in Trust Planning: Tips to Secure Assets
If I die before my teenage child, how do I protect my inheritance from a potentially irresponsible heir? What does it mean to do estate ...
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Elder Abuse On The Rise: How To Protect Your Loved Ones
What is Elder Abuse and neglect and what are the different types of Elder Abuse? How can Elder Abuse be prevented? How can I protect ...
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Estate Planning & Divorce – Protecting Your Assets & Heirs
How do you protect yourself in a divorce? From property to finances, Asset Protection must be carefully considered. So must issues like whether or not ...
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Ask The Hard Questions – How To Have End of Life Conversations
When should end of life conversations occur? How to start end of life conversations? How to talk about end of life decisions? How do I ...
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Estate Planning Before Vacation Planning: Do I Need An Estate Plan Before I Go On Vacation?
Do I need to have Beneficiary designations and Wills settled before I leave? How do I prepare my Will before I go on vacation? The ...
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Estate Planning Issue: What Happens When The Caregiver Dies?
Does your Estate Plan specify what needs to happen if the caregiver to a sick family member dies first? Does your Living Trust name another ...
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Preferences For Funerals and Disposition of Remains in California
Can California Estate Planning include instructions for my funeral? Should I have a Living Trust? What is pre-need planning? What happens if I am incapacitated? ...
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How To Save For Retirement & Support Your Children Financially: Are You Out Of Balance?
How can I save for my retirement while financially supporting my children? How can I use Estate Planning for retirement? How do I set up ...
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Custom Estate Planning: The Process For a Custom Plan
Do I need a custom Estate Plan? What is the purpose of making an Estate Plan? What is the first step in Estate Planning? What ...
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