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...
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ron7732
Feb 5, 20202 min read
How home selling has shifted in the past decade
Dear Clients and Friends, If you haven’t sold a home in the last 10 years, you might be surprised by how much trends and expectations...
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
Jan 22, 20202 min read
Divorce and bankruptcy: which should I file first?
Dear clients and Friends, As we all know, life often doesn’t go as planned. Nothing illustrates this more than divorce. Bankruptcy is...
ron7732
Jan 15, 20202 min read
New bankruptcy rules give relief to small businesses
Dear Clients and Friends, Chapter 11 bankruptcy is not an easy process, and rules have traditionally favored large businesses. Now,...
ron7732
Jan 9, 20202 min read
Challenging a quitclaim deed
Dear Clients and Friends, The next-door neighbors convinced your aunt to sign over the deed to her house. Your stepfather’s long-lost son...
ron7732
Jan 2, 20202 min read
Transfer assets to trusts with extreme caution (if at all)
Dear Clients and Friends, If there’s one thing family courts hate, it’s a spouse who plays dirty by trying to hide assets in the hopes of...
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
Dec 12, 20192 min read
“Do-it-yourself” divorce apps – pros and cons
Dear Clients and Friends, “Do-it-yourself” divorce apps and programs for preparing and processing forms have become more popular. While...
ron7732
Dec 5, 20191 min read
Divorce and Bankruptcy
The life challenge of a bankruptcy or a divorce will, each on their own, generate an all too memorable life experience for most anyone....
ron7732
Dec 5, 20192 min read
Spousal Support (aka Alimony) and our new Federal tax laws
Dear clients and Friends, The comprehensive tax law titled: TAX CUTS AND JOBS ACT OF 20 17 (TCJA) was passed by Congress and signed into...
ron7732
Dec 5, 20191 min read
Minors and their legal CA marriages
Dear Clients and Friends, California Family Code Sections 300-303 make California one of a handful of states without an official minimum...
ron7732
Dec 5, 20192 min read
When you should mediate a legal dispute
Dear Clients and Friends, One may voluntarily agree or be required (because of your contract or a court order) to participate in a...
ron7732
Dec 5, 20191 min read
Dept. of Labor makes it easier for small businesses to offer 401(k) plans
Dear Clients and Friends, A new final rule from the Labor Department makes it easier for small businesses to join together to offer their...
ron7732
Dec 5, 20193 min read
Divorce agreements vague about college costs create risks
Dear Clients and Friends, An important issue in a divorce can be the childrens’ college education. For example, what percentage will each...
ron7732
Dec 5, 20192 min read
Preventing suits over website accessibility
Dear Clients and Friends, Suits claiming that business websites and/or mobile apps aren’t fully accessible to people with disabilities...
ron7732
Nov 28, 20192 min read
Updating estate-planning documents at divorce
Dear Clients and Friends, The story of a divorcing couple in Arizona demonstrates why you need to update your estate plan at divorce. The...
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 26, 20193 min read
Can you divide retirement accounts in divorce without suffering tax penalties?
Dear Client and Friends, There is a common perception that divorcing spouses must liquidate retirement accounts for the purpose of...
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