Blog

05 Jul Four Common Estate Planning Myths

1. “I have a Will so I don’t need to worry about Probate.” If you only have a Will in place (i.e. you die “testate”), your estate will most definitely go through the Probate process. So, why create a Will in the first place? Well, the...

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05 Jun Defense of Marriage Act

The Defense of Marriage Act, also known as “DOMA,” was struck down last year by the Supreme Court and declared that same sex couples who are legally married deserve equal rights to the benefits under federal law that go to all other married couples. How Does...

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05 Apr Disability Planning

Estate planning is not simply for those individuals who wish to plan for their death, but a great estate plan will also contain provisions and documents that help in times of incapacity as well. If you are mentally or physically unable to control your assets or medical...

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05 Mar What is a Special Needs Trust?

A Special Needs Trust is a special trust created for a loved one who is currently receiving or will receive Supplemental Security Income (SSI) and/or  Medi-Cal. People who receive SSI and Medi-Cal are required to have only minimal financial resources to qualify.  If a loved one inherits an asset,  he...

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05 Feb New LLC Law & Its Impact

On January 1, 2014, a new law called the California Revised Uniform Limited Liability Company Act (RULLCA) governing California Limited Liability Companies came into effect, replacing the previous law Beverly-Killea Limited Liability Company Act. The new law could apply to actions taken by a existing LLCs...

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