Estate planning is NOT a “set it once and forget it” type of process. Your plan will likely need to be rejuvenated and renewed several times throughout your life. As such, it should be reviewed with a qualified estate planning attorney at least every few years to ensure the documents have not become outdated due […]
https://www.calilaw.com/wp-content/uploads/2013/11/img1.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-04-06 18:42:592015-04-06 18:42:5910 Things to Consider During an Estate Plan Review
My father is in his 70s and my mother will turn 70 this year. 70 doesn’t seem that old – probably because it feels like only yesterday when I was in my 20s – yet I am already halfway from that waypoint to the golden years myself. I can see, however, up close and personal, […]
https://www.calilaw.com/wp-content/uploads/2014/01/Yan088.jpg25743861CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-04-01 21:01:312015-04-01 21:01:31It's tough watching my parents grow old
Have you thought about the possibility that you or your spouse could become incapable of handling your own medical or financial affairs? Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume responsibility for the property or the personal welfare of an incapacitated adult – is important. […]
https://www.calilaw.com/wp-content/uploads/2014/07/dementia-910241.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-03-31 19:57:482015-03-31 19:57:48The Importance of Preparing for Your Potential Incapacity
One of the most prevalent misconceptions when it comes to estate planning is that a Will is all most people need. But before you fall into this trap with your own estate plan, consider these five circumstances where a will simply doesn’t work: Avoiding Court. To take effect, a will must go through the probate […]
https://www.calilaw.com/wp-content/uploads/2014/01/inheritance.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-03-23 21:45:552015-03-23 21:45:55Is a Will All You Need? Probably Not
By and large, mothers and housewives are the only workers who do not have regular time off. They are the great vacation-less class. Most women with children will put their children’s needs before their own. Women earn 78% less than men and are at risk of a compromised lifestyle if they and their husband do […]
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I talk a LOT about living trusts. They are one of the most powerful and versatile legal tools available. Trusts enable us to avoid taxes, probate court, legal battles, and if set up correctly they can also shield our family from creditors, lawsuits, and even future potential ex-spouses – and it’s all perfectly legal. What’s […]
https://www.calilaw.com/wp-content/uploads/2013/11/img3.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2015-03-10 20:27:552015-03-10 20:27:55Trusts Are Great, But ...
10 Things to Consider During an Estate Plan Review
Estate Planning, Estate Planning BlogEstate planning is NOT a “set it once and forget it” type of process. Your plan will likely need to be rejuvenated and renewed several times throughout your life. As such, it should be reviewed with a qualified estate planning attorney at least every few years to ensure the documents have not become outdated due […]
It’s tough watching my parents grow old
Marc's Personal BlogMy father is in his 70s and my mother will turn 70 this year. 70 doesn’t seem that old – probably because it feels like only yesterday when I was in my 20s – yet I am already halfway from that waypoint to the golden years myself. I can see, however, up close and personal, […]
The Importance of Preparing for Your Potential Incapacity
Dementia, Estate Planning BlogHave you thought about the possibility that you or your spouse could become incapable of handling your own medical or financial affairs? Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume responsibility for the property or the personal welfare of an incapacitated adult – is important. […]
Is a Will All You Need? Probably Not
Asset Protection, Estate Planning Blog, Wills, Wills vs. TrustsOne of the most prevalent misconceptions when it comes to estate planning is that a Will is all most people need. But before you fall into this trap with your own estate plan, consider these five circumstances where a will simply doesn’t work: Avoiding Court. To take effect, a will must go through the probate […]
Women, You Rock!
Estate Planning, Estate Planning BlogBy and large, mothers and housewives are the only workers who do not have regular time off. They are the great vacation-less class. Most women with children will put their children’s needs before their own. Women earn 78% less than men and are at risk of a compromised lifestyle if they and their husband do […]
Trusts Are Great, But …
Estate Planning, Estate Planning BlogI talk a LOT about living trusts. They are one of the most powerful and versatile legal tools available. Trusts enable us to avoid taxes, probate court, legal battles, and if set up correctly they can also shield our family from creditors, lawsuits, and even future potential ex-spouses – and it’s all perfectly legal. What’s […]