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ron7732
Mar 10, 20212 min read
“Deathbed Marriages” vulnerable to challenges
Dear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short...
ron7732
Mar 3, 20214 min read
The pandemic and the option of living with your parents or your adult children
Dear Clients and Friends, The way families are living day to day has changed dramatically over the past several months due to the...
ron7732
Jan 28, 20212 min read
Estate Planning and taking care of your minor children
Dear Clients and Friends, A living trust does not determine guardianship for a minor child. A living trust only discusses assets and the...
ron7732
Dec 16, 20202 min read
Living with your parents (or adult children)
Dear Clients and Friends, The way families are living has changed dramatically over the past several months due to the pandemic. Most...
ron7732
Sep 30, 20201 min read
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...
ron7732
Aug 20, 20203 min read
When to sell your parents’ home: The tax consequences
Dear Clients and Friends, Let’s say you’ve known for years that you are inheriting your father’s home when he dies. Hopefully, you also...
ron7732
Jun 23, 20202 min read
Think twice before transferring your home to adult children
Dear Clients and Friends, Think twice before transferring your home to adult children. Your home might well be your biggest asset. Many...
ron7732
May 7, 20203 min read
Property division in a California Dissolution of Marriage action
Dear Clients and Friends, The essence of Community Property law concepts in California – and in other community property jurisdictions...
ron7732
Apr 8, 20203 min read
Take the time to update your estate planning document
Dear Clients and Friends, By some accounts, 70% of adult Americans do not have any formal estate planning documentation – such as a Will...
ron7732
Feb 13, 20201 min read
Avoid these mistakes when setting up a trust
Dear Clients and Friends, When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and...
ron7732
Jan 30, 20202 min read
Naming a guardian for your children
Dear Clients and Friends, Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine...
ron7732
Dec 19, 20191 min read
Naming a guardian for your children
Dear Clients and Friends, Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine...
ron7732
Nov 28, 20192 min read
Should you choose a reverse mortgage? Pluses and minuses
Dear Clients and Friends, For seniors, deciding whether to enter into a reverse mortgage can be complicated. Here are some pros and cons...
ron7732
Nov 27, 20193 min read
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...
ron7732
Nov 18, 20191 min read
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...
ron7732
Nov 14, 20193 min read
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...
ron7732
Apr 17, 20192 min read
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...
ron7732
Feb 27, 20192 min read
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...
ron7732
Feb 7, 20192 min read
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...
ron7732
Dec 18, 20182 min read
The danger of waiting too long to do estate planning
Dear Clients and Friends, HAPPY HOLIDAYS! Some people never get around to writing a will or planning their estate until the last minute,...
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