An inheritance can come in many forms. Sometimes it is money, sometimes it is real estate, and sometimes it’s in the form of stocks or other appreciable assets. What is often true, is that beneficiaries rarely have their inheritances appraised at the time...
Before you get too alarmed, the real elephants are safe. But you metaphorical elephants, watch out! I know how to eat you…and I’m willing to share how. Being as it is the start of a new year, many of us are focused on dreaming big. So we create...
You probably know that the practice of medicine is a profession fraught with the risk of liability. It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including...
The year 2018 has been no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad has suffered some serious natural disasters. These acts of nature can devastate your life and your family....
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referred to as...
Be Proactive! Long-term Care Costs are on the Rise in CaliforniaSeptember 29, 2021
Plan Ahead Before a Crisis OccursSeptember 17, 2021
Don’t Make These Mistakes When It Comes to Inheritances and Medi-CalSeptember 15, 2021
Don’t Forget to Plan for Incapacity!September 13, 2021
Considerations for Caregiving from AfarSeptember 8, 2021