WILL YOU BE PREPARED WHEN THE FAMILY “HOARDER” DIES? (Part 2)

By : | Category : Assets, Estate Planning, Hoarders, Hoarding, Legal Advice, Money, Orange County | Comments Off on WILL YOU BE PREPARED WHEN THE FAMILY “HOARDER” DIES? (Part 2)

6th Mar 2011

In Part 2 of this series, we will look at a partial list of where money, important documents, and other valuables are hidden in the house.    Families who are pressed for time to rummage through all of the decedent family … more

WILL YOU BE PREPARED WHEN THE FAMILY “HOARDER” DIES? (Part 1)

By : | Category : Assets, Attorneys, Estate Planning, Hoarders, Hoarding, Money, Orange County, Personal Property | Comments Off on WILL YOU BE PREPARED WHEN THE FAMILY “HOARDER” DIES? (Part 1)

13th Feb 2011

Do you have a “hoarder” in the family?  Someone who collects everything and throws nothing away?  The task of going through everything is daunting.   The temptation is to call 1-800-Got Junk and have them pick up everything.   Don’t … more

17th Sep 2010

a A prenuptial agreement sets out the property rights between the partners to a pending marriage, i.e., what will be their community property (what they own together), and what will be their separate property (what one of them owns separate … more

3rd Sep 2010

If you have minor children, you should have a will prepared and executed in which you nominate the guardians for the children in the event of your death. Even if the size of your estate justifies the use of living … more

4th Aug 2010

An incapacitated person is deemed to lack legal ability to act; i.e., make legal decisions, sign documents, enter into agreements, etc. There are 3 principal ways to protect yourself in the event of incapacity.  The 3 protections are to execute … more

THE REALITIES OF OFFSHORE ASSET PROTECTION

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9th Jul 2010

The days of moving money to an offshore account are gone — The United States is the only industrialized nation that taxes its overseas citizens, subjecting them to double taxation:   taxation in the US and in the country of residence.   … more

DOING THE RIGHT THING

By : | Category : Assets, Clients, Estate Planning, Family Trusts, Law, Legal Advice | Comments Off on DOING THE RIGHT THING

21st Jun 2010

a As I head for trial starting next Monday in Los Angeles Superior Court defending a nonprofit corporation against claims made by former members, I am reminded of how important it is to “do the right thing”. Litigation always seems … more

ESTATE PLANNING BASICS

By : | Category : Assets, Estate Planning, Family Trusts, Legal Advice, Living Trusts, Real Estate, Trustees, Trusts | Comments Off on ESTATE PLANNING BASICS

16th Jun 2010

VIDEO:   ESTATE PLANNING BASICS:  Everything you need to know about FAMILY TRUSTS and Estate Planning.

13th May 2010

Elder Abuse is a growing problem due to the fact that Americans are living longer and the fact that many families are not prepared to handle their aging parent or family member.   This sometimes leads to abusive treatment of the … more

7th Apr 2010

Funding a living trust or family trust is a critical step in achieving the goals of the trust estate plan. Failure to properly fund a trust will result in an overall failure of  the trust itself to carry out its … more