Are you married, in an opposite-sex marriage? If so, how do you and your spouse make financial decisions? Who tends to handle the finances more often?For instance, perhaps you are a woman and you tend to let your husband make big financial decisions. Maybe he pays the...
Firm News
Misconceptions about estate planning
Estate planning is important, but many people don't do it. Often, the reason is that they have heard some common myths and now they hold onto popular misconceptions about the process. It derails their planning and puts their family's financial future in jeopardy....
Are you a new parent? Take these 5 estate planning steps
As a new parent, your days are filled with changing diapers, making runs to the grocery store and finding time to catch up on your sleep. In between all of this, it's critical to review your estate plan with the idea of making changes for the better. If you don't yet...
Why divorced women with children may want to make a trust
As a newly divorced mother, you probably have a lot on your mind. For example, you have to figure out how to provide everything your children need on just the income you currently have and the child support you receive. Many divorced parents only realize after the end...
Can your child actually run your company?
Ever since you started your business, it has been your dream to pass it on to your children. You want them to love it as much as you do. You want them to have a source of income. You know how hard it was for you to find a career path, so you hope to give that to them...
Pros and cons of a pooled special needs trust
It’s inspiring to consider how many lives have been improved, or even saved, and how many minds have rested more easily thanks to special needs trusts. They’re designed to allow people with special needs to benefit from an inheritance and still receive the help that...
Funding a trust as part of your California estate plan
For some people, the word "trust" conjures up images of spoiled college-age children living off the largesse of their families. However, trusts are not solely the domain of the incredibly wealthy and elite. Instead, trusts are wonderful estate planning tools for...
Understanding the details of a California Special Needs Trust
It has become common knowledge that disability rates have steadily risen among children, which makes the need to understand the importance of a Special Needs Trust (SNT) even more significant. Defined, a SNT Protects the rights of the disabled individual to maintain...
Welcome To Our Blog
We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national interest that we think you will find interesting. Check back later for...
Where will your special needs child live as an adult?
When faced with the emotional and medical challenges of a special needs child, you might not be able to spare the time to think about their future as an adult. Maybe you needed to take it one day at a time, to carefully hope for a long and happy future for...
