16th Feb 2018

Divorce is one of the most difficult things people go through, but the divorce of a long-married couple can be especially hard, particularly when it comes to retirement and estate plans. Assets, such as retirement accounts, can be difficult to divide, … more

12th Dec 2017

Without a doubt, one of the toughest things to do in life is planning for your estate. It can be a bit depressing having to focus on the end phases of your life, but in reality, it is one of … more

5th Oct 2017

Now that same sex marriage is legal in the US, same sex couples are supposed to have the same rights when it comes to estate planning as heterosexual couples. This includes matters such as writing a last will and testament … more

21st Sep 2016

Estate planning by parents for a special-needs child presents unique challenges. Parents have to be aware of them and what their options are for managing them. Otherwise, they could find that they are making common errors which endanger the child’s … more

16th Aug 2016

Suze Orman, an author and personal finance guru once said, “Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” As important as it … more

16th Dec 2014

Under California law, it is understood that there are two tests for capacity to make an estate plan, although court rulings in this area are not very definitive. The capacity to make a Will is considered the lowest capacity in … more

11th Nov 2014

Although California has eliminated the death tax for descendants of those died after 2014, you need to know how to protect your estate from being drastically reduced by federal estate taxes. This means you still need to take steps to … more

Discussion of various considerations to make in Estate Planning.

30th Oct 2014

Making plans for your estate is one of the most helpful things you can do for your loved ones to prepare for a disability or death.  Having a plan in place to take care of your financial and medical affairs … more

19th Oct 2014

Discussion of Debt Inheritance by Tompkins Law.