- Helping you plan for your family's tomorrow at every stage of your life.
A Durable Financial Power of Attorney is the centerpiece of many people’s incapacity plans. The Power of Attorney is intended to allow someone else – your agent – to make essential financial transactions for you in the event that you … Continue reading
After reading my last blog post, a friend pointed out that you can only understand the benefits of a living trust if you know about the process of probate, and why you would want to avoid going through it. Probate … Continue reading
This post was prompted by a question a good friend asked me. He is in his mid-30’s with a wife, two kids, a house, and a modest retirement account. My friend asked me if it was true that for anyone … Continue reading
There are some people in California who would grumble about the Federal estate tax, but all California residents should be thankful that the State of California phased out its State estate tax in 2005. Unlike California, seventeen states and the … Continue reading
Last week, President Obama ordered the Department of Justice to stop defending the Defense of Marriage Act, the Federal law banning recognition of same-sex marriages. However, for the time being, same-sex married couples should not change their estate plans or … Continue reading