“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...
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ron7732
- Mar 3, 2021
- 4 min
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, 2021
- 2 min
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, 2020
- 2 min
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, 2020
- 1 min
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, 2020
- 3 min
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, 2020
- 2 min
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, 2020
- 3 min
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 9, 2020
- 3 min
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, 2020
- 1 min
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, 2020
- 2 min
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, 2019
- 1 min
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, 2019
- 2 min
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 28, 2019
- 3 min
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, 2019
- 1 min
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, 2019
- 3 min
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 18, 2019
- 2 min
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, 2019
- 2 min
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, 2019
- 2 min
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 19, 2018
- 2 min
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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