Nov 14, 2016 | Questions and Answers, Trusts & Wills
In estate planning, there are many terms that you may not have heard before. Or there are terms that have a different meaning in the estate planning context. We hope this series of blogs will help demystify estate planning terminology. This blog focusses on trusts in...
Oct 24, 2016 | Questions and Answers, Trusts & Wills
The question of where to keep original estate planning documents and whether copies should also be kept is a question that is often asked toward the end of the estate planning process. Not to avoid the question, but the answer to it really depends upon the...
Oct 17, 2016 | Trusts & Wills
The answer to this question really depends upon where you are in life. For example, the answer to the question is different if you are asking it at a time when you do not have children or have children under the age of 18 years old versus children over the age of 18...
Oct 10, 2016 | Questions and Answers
If you have ever been deposed, you know that it is not the most pleasant experience. However, there are some basic things to keep in mind that, when followed, will make your deposition a tolerable experience. Here are some things to keep in mind: First, always tell...
Sep 6, 2016 | Trusts & Wills
A person who suffers from a disability and is of an income or wealth status that they qualify for certain government benefits, e.g., Social Security Disability Income, Medi-Cal, etc., can benefit from a well set up special needs trust. Why? A special needs trust is...
Aug 29, 2016 | Questions and Answers
What is a conservatorship and who is it for? Under California Probate Code, a conservatorship is a court proceeding whereby a person, called the conservator, is appointed for either a conservatorship over another person or a conservatorship of another person’s...
Aug 23, 2016 | Advanced Healthcare Directive Power of Attorney
As a quick reminder, a medical directive is loosely defined as an instructional document which provides instruction for your individual medical or health care needs and appoints a person you trust, called an agent, to also make health care decisions for you. The...
Aug 15, 2016 | Questions and Answers
This may seem like a silly question to some people but often we hear statements to the contrary, such as “well, he cannot sue me because our agreement was not in writing.” So, the quick answer to this question is, yes, oral contracts can be enforceable in...
Jun 7, 2016 | Questions and Answers
If you are a California Public Employees’ Retirement System (CalPERS) member, it is imperative that you have a durable power of attorney for your finances in place. Why? In brief, a power of attorney for finances is a legal document that appoints an agent, a person...
May 23, 2016 | Questions and Answers, Trusts & Wills
Most of us know that Medi-Cal is California’s Medicaid program. Per the Medi-Cal website, Medi-Cal is a “public health insurance program which provides needed health care services for low-income individuals including families with children, seniors, persons with...
