Southern California Institute

Southern California Institute – Thursday Insights – The Intersection of Estate Planning and Elder Law

The Intersection of Estate Planning and Elder Law Presented by Yvonne Armine, Esq. Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped [...]

October 22nd, 2020|

Southern California Institute Webinar – Crisis Financial Implementation for the “Ailing” Entrepreneur

Crisis Financial Implementation for the “Ailing” Entrepreneur What do you do when a business owner is struck with dementia or a debilitating disease? Of course, LTC insurance is the first option to be considered but what if they don’t have it (as most don’t), and they are in a crisis and/or want to be prepared? [...]

May 28th, 2020|