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Planning a Wedding or Planning Your Estate?

Planning a Wedding or Planning Your Estate? The Elements are the Same! I am in the midst of planning my wedding, and I love it.  Call me crazy, but I truly enjoy the process.  What I’ve realized is that planning a wedding is really no different than what I have been doing for my clients […]

The Supreme Court overturned DOMA last summer and for some people their tax, estate planning and retirement planning changed overnight.  For years, same sex, married couples have been excluded from participating in many benefits afforded heterosexual married couples.  The recent change in the law means same sex married couples can now access some of the […]

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What is the difference between a revocable and irrevocable trust?  The answer to this may seem obvious.  If your trust is revocable, it can be revoked, amended, or changed.  If your trust is irrevocable, it cannot be revoked, and the terms within are absolute.  What does this really mean?  And why would you want an […]

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It’s a New Year, and it’s time to get things organized.  If your estate plan is complete, go through this checklist for some follow up steps to consider.  If your estate plan is not complete, make it a goal for the New Year. □   Review your existing plan.  Do you remember who you named as […]

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Elder Abuse Awareness

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Recently I have attended presentations and read various articles and campaigns spreading awareness about elder abuse.  It is valuable information that must be passed on.  There are different types of abuse that can occur, but in this article I’m particularly focusing on financial elder abuse. An Example of Financial Elder Abuse Kelly Phillips Erb, tax […]

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I do not have children of my own yet, but I have a younger brother in college that has had me thinking about the need for young adults to take steps to protect themselves. My brother Stephen is an active 22 year old.  He’ll go out boating, cliff jumping, to music festivals and travelling on […]

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Health Care Directives – One of Life’s Most Important Decisions California law provides individuals with the ability to document their health care wishes in the event they are unable to make health care decisions themselves.  This may include documenting authorizations for organ donations, documenting the type of care and treatment you would want to receive, […]

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I don’t know about you, but I’m at the age where I’m considering different anti-aging skin products, and am always looking for ways to stay young, fresh, and healthy.  This month I’m stopping to ask myself what is so bad about aging? Instead of trying to beat it, we should embrace it! Healthy Aging Month […]

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Handling a Probate

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What do you do when you are named the executor in someone’s Will and need to administer their estate after their death? A probate may, or may not, be needed. Depending on the amount of assets in the estate, and whether or not the decedent also had a funded trust, an attorney can help you […]

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You may choose to leave your estate to your child at your death. However, concerns may arise in doing so. Is your child financially unstable or irresponsible? Is your child a minor? Is your child involved in a lawsuit or bankruptcy? Is your child going through a divorce? Is your child receiving government benefits due […]

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During the purchase of a new home you will be asked during escrow how you would like to take title to your property. In California, title may be held in sole ownership, or co-ownership.  If it is the sole ownership of an individual, a common way to hold title may be as a “single man/woman”, […]

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With summer just around the corner, this month I’m trying to better my health to be in the physical and mental shape desired to best enjoy our warm and active months in San Diego.  In May there are many awareness campaigns to help us all better our health, and the health of our loved ones. […]

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