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Merging Money Matters in Marriage

No matter how much or little you have, matters of money illicit stress in people’s life and for many couple’s, fights over finances can break up the union.  In an effort to avoid unnecessary battles, there are some planning steps you can take in advance of tying the knot. Talk about finances Keep finances out […]

As an attorney with a practice focusing on Business Law and Estate Planning, I have met a fair share of individuals who have started businesses without doing the proper legwork and without knowing what they were getting themselves into.  Before long, problems with business partners, legal issues, and money issues throw the business into a […]

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About a year ago a friend called me and asked if I wanted to join him on a skydiving trip.  Two years ago I would have jumped at the opportunity, however this time there was something different.  Before I answered him, I started to think about my life insurance policy and if I had made […]

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YOU are cordially invited to attend an educational, estate planning event to be held on Tuesday, June 3rd, from 7 to 9 pm at the Doubletree Hotel, Carmel Valley (11915 El Camino Real, San Diego, CA 92130).  The focus of this event will be on asset protection planning and also the benefits of appointing a […]

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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 […]

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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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