Estate Planning

Prop 19 Would Cost Grieving Families Thousands in New Property Taxes

November is election season, and with all the rancor and intensity of the presidential contest, Californians may be at risk of overlooking a significant ballot proposal that could cost grieving families thousands of dollars in new property taxes. Have you heard about Proposition 19? It could have a serious impact, particularly on grieving families. If [...]

October 13th, 2020|

How to Know When it is Time to Transition to Assisted Living

For years, you and your spouse may have lived the American dream. You worked hard, bought a starter home, and, eventually, upgraded to your forever home. You raised your kids and enjoyed being empty nesters once they were finally out on their own. Retirement has been fantastic, but aging does have its impacts. Has the [...]

August 3rd, 2020|

Three Questions to Ask Your Aging Parents

As our parents age, oftentimes the need will come up to have some tough conversations with them about planning for the future. Have you considered discussing estate plans with your aging parents? It may be best to try and approach these matters delicately, but it may also be important that serious issues are discussed as [...]

July 8th, 2020|

Ideas for Helping Our California Seniors During National Elder Law Month

Each of us is impacted in our own way as the Covid-19 pandemic continues. While this is normally a month of celebration for us as it is National Elder Law Month across the country, we find ourselves facing unusual challenges as a result of the Coronavirus. From business closures to social distancing to increased risk [...]

May 20th, 2020|

Why You Need an Estate Plan if You Have Parkinson’s Disease

If we have learned one thing from the COVID-19 pandemic, it is that the time to plan for the future is now. It just goes to show each of us how important it is to have a strategy in place that accounts for unexpected events, as well as the inevitable. While this is important for [...]

April 14th, 2020|