Pioneers and nationally recognized leaders in estate planning.

650.493.8070 local

800.244.9424 toll-free

We Have Been Seen In
Contact Us
Beat Estate Tax Forever

Plan to avoid the estate tax. Get your copy now!


Connect
twitterfacebookgpluslinkedin

Articles

We hope that you will find the following articles informative. Please note that they do not constitute legal advice. Please contact us to answer any questions about Trusts, Durable Powers of Attorney for asset management, Advance Health Care Directives, and any other appropriate planning options.

Downloads

On-Site Articles

  • Revocable Trusts: The Benefits of a Living Trust
    A Living Trust is a planning technique that offers benefits to virtually all Californians. It is particularly appropriate for individuals who are older or who have substantial assets. If you own a home in California, a living trust makes sense for you. More...
  • Medi-Cal & Asset Preservation: How to Preserve Your Estate When You or a Loved One Must Enter a Nursing Home
  • The Fear of Long-Term Care & Losing Your Home
    The cost of nursing home care is approaching $5,000 per month in most facilities. In some, it is in excess of $7,000 per month. How many of us have estates that can withstand this cost without the loss of a lifetime's savings? We have worked with literally hundreds of individuals and families facing this issue. More...
  • Nursing Home Care: Protecting the Nest Egg
    If you have a family member or close friend who needs or will someday need nursing home care, you must learn about the alternative ways in which this $60,000 annual cost of care can be paid. This issue is so important because such costs can quickly emaciate an estate. If one spouse is in a nursing home, the other can quickly become impoverished. More...
  • The Value of a Durable Power of Attorney
    A Power of Attorney is a document in which you give another person, the "attorney in fact," the legal authority to act on your behalf. This authority can be limited to a particular asset, a particular transaction, or a particular period of time. It can also be general, such that it conveys broad authority to act on your behalf. More...
  • Advance Health Care Directive: Health Care Decisions
    Californians of all ages and medical circumstances are concerned about their right to make their own health care decisions. This is particularly true when questions of whether to use or maintain life-sustaining procedures arise. Because the human body can be maintained when major body systems break down, when the brain is severely damaged, and even when consciousness is irretrievably lost, these decisions do and will continue to arise. More...
  • Time to Review Your Estate Planning?
    As much as you would like not to think about these documents anymore, you should. At least every two years, you should review your documents to make sure that they still reflect your wishes, your values, and your goals. More...
  • Have You Reviewed Your Trust Lately?
    If you do not already have a living trust in place, you know that you should. A fully-funded trust avoids probate, saves money, and keeps your family out of the court system. A living trust is the cornerstone of your estate planning. More...
  • Special Trust Planning for Special Children
    If you have a disabled child, one who is unable to maintain gainful employment because of a physical or mental limitation, that adult child may be receiving public benefits such as Supplemental Security Income (SSI) and Medi-Cal, which pays the medical bills. If you leave her inheritance, he/she will lose eligibility for these programs. More...
  • Special Needs Trusts for Disabled Family Members
    Millions of Americans have disabled family members. The cause may be Down's Syndrome, schizophrenia, cerebral palsy, autism, or countless other physical or mental illnesses. More...
  • Estate Tax Laws & Alice in Wonderland