On October 18, 2018 the Veterans Administration (VA) instituted new eligibility rules governing qualification for VA Pension. This affects every wartime veteran and their spouses who are 65-years old or older or nearing that age. Don’t let the name...
There is nothing worse than learning your loved one has been diagnosed with a chronic condition or a life threatening disease. We know just how suddenly this can happen to a family and have seen many of our clients quickly overwhelmed by all that is involved in...
In speaking with a friend whose mother had recently died, he shared with me a beautiful story about a quite unexpected gift his mother had left for him and his brother. He was so moved by it that it brought him to tears. He explained that when he contacted...
What happens to my frequent flyer miles when I die? This is a common question that we hear from clients when we are assisting them with their estate planning. Frequent Flyer miles and other reward points can be valuable resources. Many credit card companies give tens...
Higher education costs are just that – higher. The steady increase in educational expenses means your clients have much steeper bills for their children’s college tuitions than they had for their own. To illustrate how stark this contrast is, the average cost...
Irvine Will and Trust Lawyer: 5 Essentials of Estate PlanningApril 6, 2020
Orange County Estate Planning Attorney Answers, “Are You Liable for Your Deceased Spouse’s Debts?”March 26, 2020
What to Know Before Transferring Ownership of Your Home in CaliforniaMarch 19, 2020
Important Updates About COVID-19 for Our Clients and CommunityMarch 18, 2020
How a Pour Over Will Works with a Living TrustMarch 11, 2020