Blog

23 Aug Have You Accidentally Disinherited a Loved One?

  In prior months I have discussed estate planning for blended families and the unique challenges they face. This month, I want to discuss the problem of accidental disinheritance. Before we discuss accidental inheritance, it is important to know that a blended family is one in which...

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14 Jul At Your Death What Happens to Your Frozen Embryos?

With advances in technology, more and more families facing infertility are turning to treatment centers for help when starting a family. So, what happens to your frozen embryos at your death? For the families who have undergone invitro fertilization or other infertility processes to conceive and have...

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22 May What does it mean to “Fund your Trust”?

You created a trust, now what? Review of the Funding Process Most people think that once they have created their estate plan and trust, they are DONE. On the contrary, that is when the real work begins. So, what happens after the trust is signed? The process of...

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20 Mar What is a “Trustee”?

Often while discussing "Trusts" you hear people say the word "trustee," but what is a Trustee? Or, better yet, who is the trustee? A “trustee” of a trust is the person that is assigned to hold onto the trust assets for the benefit of another person....

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06 Feb What Happens to an LLC Interest Upon Death?

An LLC is a Limited Liability Company which as discussed in the past is a legal entity having 1 or more members doing business together. Last month we discussed the basics of a limited liability company. For example, John owns a dog grooming business through...

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10 Jan What is an LLC?

What is an LLC? An LLC stands for “Limited Liability Company”. By definition a LLC is a legal entity having one or more individuals or entitles that come together to do business. The “owners” of the LLC are called “members” How does an LLC protect you? The member(s)...

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12 Dec Medi-Cal Recovery Law Changes

Medi-Cal Recovery. If you have no clue what that is or this is first time your hearing about it, you are not alone. In fact, a lot of people are unaware of this law and unfortunately get hit by it the worst. Current law in 2016...

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