Archive for the 'Estate Planning' Category

Elder Abuse

Monday, June 18th, 2012

Elder abuse is unfortunately an all too common experience.   However, the State Bar California is one of the organizations trying to inform and educate people about elder abuse.  Education is one of the quickest ways to prevention.  For more information click the link below. http://www.calbar.ca.gov/Public/Pamphlets/ElderAbuse.aspx  

“CHOOSING THE RIGHT GUARDIAN”

Wednesday, June 13th, 2012

When it comes to parenting no one can parent like you do, but even so, it is essential to plan for the unthinkable. When trying to choose a guardian it is important to think about the following issues to ensure you have chosen the right people. A child is considered a minor if they are […]

“AND THE SURVEY SAYS… TRUSTS”

Monday, June 11th, 2012

A debate exists about whether a trust or will or no plan is the best. My answer is …. “It depends”… While I am hard pressed to find any reason not create an estate plan, I do believe that it is essential to have a will or a trust. There are positives and negatives to […]

“THAT WAS EASY” ESTATE PLANNING

Thursday, June 7th, 2012

I bring the Staple’s Easy Button to my clients Trust, Will and powers of attorney for finance and health signing meeting. I use this symbolic button not because it is easy to order office supplies, but because estate planning is an easy pain free process. Once you have signed the documents, a burden lifts from […]