Dear Clients and Friends, Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple with kids. But according to the 2010 U.S. Census, such families are less than 50 percent of the total. Non-traditional families, including … [Read more...] about Estate planning critical for non-traditional couples
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Dealing with assets in a divorce proceeding
Dear Clients and Friends, The breakup of a relationship that was supposed to be ‘til death do us part can be emotionally devastating. Depending on the circumstances, there can be a lot of pain, anger and recrimination. If there are kids, there’s an additional level of … [Read more...] about Dealing with assets in a divorce proceeding
5 ways to avoid mortgage fraud on mortgage application
Dear Clients and Friends, There are all sorts of stories out there about predatory lenders being sued for fraud against homebuyers. On the other side of the coin, however, a study by CoreLogic found that fraud by mortgage applicants is also rising. According to the study, … [Read more...] about 5 ways to avoid mortgage fraud on mortgage application
5 California Divorce Law Basics
Dear Clients and Friends, Please read on if you or yours have an interest in knowing (or reviewing) California Divorce Law basics: 1. California is a purely "no-fault" divorce state, meaning that you can't allege that your spouse's wrongdoing was the cause of the divorce. … [Read more...] about 5 California Divorce Law Basics
Review your estate plan when you move across state lines
Dear Clients and Friends, Trust and estate laws are different from state to state. If you are moving to California from another state, be sure to review your estate plan with us. If you are leaving California and moving elsewhere, consult an estate planning attorney in your … [Read more...] about Review your estate plan when you move across state lines
U.S. Supreme Court alters estate planning for gay couples
Dear Clients and Friends, On June 26, 2013 the U.S. Supreme Court issued a decision in United States v. Windsor that significantly affected the estates of same-sex couples and their families. On August 29, 2013, the IRS issued Rev. Rul. 2013-17 providing guidance on how the … [Read more...] about U.S. Supreme Court alters estate planning for gay couples
