Dear Clients and Friends, For seniors, deciding whether to enter into a reverse mortgage can be complicated. Here are some pros and cons to consider: The pros • A reverse mortgage allows you to maintain the title to your home while receiving income from your equity. • … [Read more...] about Should you choose a reverse mortgage? Pluses and minuses
Estate Planning
Preventing a trust or will contest
Dear Clients and Friends, When you write a testamentary document (a trust or a will), you have control over how your assets will be distributed after your death. However, if someone in your family disputes your testamentary document an anonymous probate court judge could end … [Read more...] about Preventing a trust or will contest
Estate planning and one’s added peace of mind
Dear Clients and Friends, Many persons only get around to having a documented estate plan at the proverbial last minute, i.e. elderly and seriously ill. Others may write a simple will when they’re young but then fail to review or update it until something happens that makes … [Read more...] about Estate planning and one’s added peace of mind
Being a trustee or an executor?
Dear Clients and Friends, Upon the passing of a loved one, many of you are already designated as that persons executor or successor-trustee or both. There are things for you to do, attorney representation is often needed and we are here to help. Our below article provides a … [Read more...] about Being a trustee or an executor?
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
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
