Estate Planning, Probate, Power of Attorney Blogs & More

• Posted in: Estate Planning

I always tell the audience at my seminars that the biggest enemy in estate planning is not the IRS, nor the state, nor conniving relatives. The biggest enemy is procrastination. We know we need to do an estate plan, but we say to ourselves, “I’ll do it next month” or “I’ll do it next year.” […]

• Posted in: Estate Planning

We all like to be prepared in new situations, whether it be starting a new job or going to the first meeting of the gardening club. Aside from making for a more comfortable experience, your time is valuable, and the more prepared you are for the adventure, the more you can take away from an […]

• Posted in: Estate Planning

When you pass away (after a long and happy life, of course) you hopefully have a current estate plan in place to provide for your heirs. However, even if you’ve executed the most intricate plan, there is a transition period after the death of a loved one which consists of gathering paperwork and information, paying […]

• Posted in: Elder Law

We’ve had one or two posts on our blog about caring for elderly parents, written for the most part for those who are—or who will someday be—providing the care. Today, finally we have a post for those who are the recipients of that care – your caregiver child.   Parents know how much their children may […]

• Posted in: Business Planning

Most of our small business clients probably already know that the federal minimum wage increased this week from $5.85 to $6.55 an hour. The increase is the second in a three-step process to bring the minimum wage to $7.25 an hour next year.  In California, the minimum wage was increased to $8 an hour on Janunary […]

• Posted in: General interest

With the US housing market continuing to struggle, Congress passed a comprehensive bill designed to curb foreclosures and to extend additional credit to two of the nation’s leading mortgage lenders. On July 30, President Bush signed the measure into law. Some of the key provisions of the bill include the following: – $300 billion in […]

• Posted in: Estate Planning

When you imagine leaving your hard earned money as an inheritance to your children or beneficiaries, chances are you imagine it supplementing their income, allowing them to have some of those “little extras,” saving them from having to struggle quite as hard as you did, helping them to take care of their family. What you probably […]

• Posted in: Asset Protection

Recently we have quite a few clients deciding to tie the knot. Do dating and estate planning go hand in hand? They do if you are one of the lucky people finding romance late in life. With people living longer than ever before—and staying healthy and active longer as well—there are more cases of people […]

• Posted in: Asset Protection

On a scale of one to ten, how high would you rate your retirement angst? If you are a woman, you’re likely to rate your worry higher than men rate theirs, according to this new study by MIT AgeLab. This begs the question; are women just more inclined to worry, or are their fears justified? […]

• Posted in: Special Needs Planning

What is the ideal future you imagine for your special needs child when you look ahead? It might look something like the life of Frank Calloway; living to a contented old-age, spending time with memories of the past and engaged in an activity which brings great pleasure and peace. Most of all, looked after by […]