Elder Law encompasses counseling, planning, and document preparation for the following: Who will be your legal health care advocate if you cannot speak for yourself? What are your wishes for the type of care you do and do not want? Who will manage your financial affairs if you are incapacitated — and what rules do … Continue reading What is “Elder Law” anyway?
People are often invested deeply in their charitable causes. Some give their money. Some donate their time. Some share their talent. To them, their charitable causes are an important part of who they are. It is important for such clients to discuss with their attorney whether they want that legacy to continue in their estate plan … Continue reading Include Your Charitable Causes in Your Estate Plan
In California, a trust terminates when any of the following occurs: The term of the trust expires. The purpose of the trust is fulfilled. The trust purpose becomes unlawful. The trust purpose becomes impossible to fulfill. The trust is revoked. On termination of the trust, the trustee continues to have the powers reasonably necessary under the … Continue reading Terminating a Trust Because it Has Become Uneconomical to Continue
Over the years, I’ve seen lots of people regret what they did with their inheritance. Regrets over how their inheritance was spent or how it was invested or how it was taxed or who gained access to it. Regrets over who will inherit it. And regrets about what happened to their inheritance in a divorce. … Continue reading Planning How to Improve Your Life with Your Inheritance
If you have pets, consider including them in your estate plan. In doing so, your documents can address: Who will take your pets if you die or become incompetent? Who will find them a good home? How will the costs of your pets be handled? Regarding who will take your pets or who will find … Continue reading Planning for Your Pets