Recent Articles

Medical Decision Making.

January 08, 2009 17:46

The most common document prepared by California attorneys for estate planning as it relates to medical decision making is the Advance Health Care Directive. There are also two other documents that involve medical decision making. One is called the Living...The most common document prepared by...

Back to Basics.

January 08, 2009 16:36

I was talking to a well respected CPA who handles large estates (meaning large enough to have to file a federal estate tax return, which as of this year 2009 means an estate with a value of more than $3.5...I was talking to a well respected CPA who handles large estates (meaning large enough to...

Yes, We Do Probate.

December 23, 2008 17:59

It is almost a given that when an attorney says he or she does estate planning and trust administration that their practice also includes probate. Probate is the court process of determining title of assets belonging to a decedent who...It is almost a given that when an attorney says he or she does...

Scam Involving a Minor Fender Bender and Elderly Adults

December 18, 2008 18:43

Our local internet news source, LongBeachReport.com, (at www.lbreport.com) has posted a very interesting scam today involving our elders and minor traffic accidents. LongBeachReport warns of recent incidents involving a very minor bump to the rear bumper of an elderly driver....Our local internet...

Elder Care Resources and Geriatric Care Managers.

December 17, 2008 17:22

Last week, the local Long Beach paper featured a local Long Beach based website and company focused on providing resources for elder care called AgingPro.com. The person behind the website was selected by Oprah's magazine to participate in a Women...Last week, the local Long Beach paper featured a...

Nominating a Guardian At the Last Minute.

December 16, 2008 08:21

What does that mean? Nominating a guardian at the last minute? Today, I visited a client at Harbor-UCLA Medical Center to execute a Will. She was concerned about having the right person nominated as guardian for her two teenage children....What does that mean? Nominating a guardian at the last...

Visiting With Elderly Loved Ones.

December 10, 2008 20:36

The holidays are a time when people get together. Sometimes people don't visit with their elderly loved ones as regularly as they would like to, but during the holiday season everyone always makes time to visit and spend time with...The holidays are a time when people get together. Sometimes people...

End of the Year Gifts.

December 05, 2008 23:58

One of the best gifts to give your family is a well executed estate plan. This means having the right documents in place for your situation. Transferring your assets to your trust if you set one up and then making...One of the best gifts to give your family is a well executed estate plan. This...

Knowing Your Estate Planning Attorney

December 05, 2008 11:22

Last week I made a home visit to a long time client. Her husband recently passed. They always had trouble traveling to our office. And I always made a point to schedule home visits with her and her husband regarding...Last week I made a home visit to a long time client. Her husband recently passed....

Your Trust and Its Schedule A.

November 21, 2008 20:31

Does your living trust have a Schedule A attached to it? If your answer is No, do not past go and contact your estate planning attorney now to prepare a Schedule A.If your answer is Yes, stop and review the...Does your living trust have a Schedule A attached to it? If your answer is No, do not past...