Blog

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...

Read More

14 Mar New Ruling: McArthur v. McArthur

The First Appellate District of the California Court of Appeals recently ruled in McArthur v. McArthur that when a beneficiary is contending that the trust is invalid and should be set aside, and has never received benefits under such trust then the beneficiary is not bound by the...

Read More

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...

Read More

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...

Read More

10 Jan Digital Assets: Modern Practical Estate Planning

Check out this article that was published in California CPA Magazine's January-February issue co-authored by Armine Bazikyan and Michael B. Allmon, the founding chair of the CalCPA Estate Planning Committee. The article discusses how to incorporate your digital assets into your estate plan. Click Here to read the...

Read More

05 Jan Digital Assets

What are Digital Assets? Digital Assets are your assets that exist primarily in the virtual world, or online (i.e. Facebook, email accounts, PayPal, business websites, files on your computer, tablets, mobile phone). incredibly Digital assets have sentimental, historical, and financial value. Because of the advances in technology,...

Read More