How to Keep Your Children from Squandering Their Inheritance

Most parents come into our office with one concern on their minds: protecting and providing for their children. We help these parents select loving guardians and set up solid trust or inheritance plans to ensure that their children will have everything they need.  But parents often have another concern as well—how to keep their children […]

Lapse in Generation-Skipping Transfer Tax Makes Giving to Grandkids Easier Than Ever

Wealthy grandparents have a unique opportunity this year to give their grandchildren gifts of substantial value without incurring any gift tax. This is a huge savings opportunity!—so why aren’t more people taking advantage of it?  Part of the reason may be lack of awareness. Everyone knows about the Bush administration’s year-long repeal of the estate […]

Sacramento Divorce Lawyer answers 15 Top Questions in a Divorce

Anyone going through or contemplating a divorce has basic questions in mind. Here are answers to questions I frequently get in a divorce case. What the first piece of advice you give to divorce clients? The advice I give everyone is to try to avoid litigation because of the emotional wear-and-tear and the expense. If […]

Charitable Remainder Trusts: Philanthropy in Death Can Benefit You in Life

If you have a favorite cause or charity you have probably considered leaving some money to that charity in your will. Perhaps you’ve even taken it a step further and toyed with the idea of specifying that the executor of your will set up a trust in the name of your favorite charity, rather than […]

Sacramento Divorce Lawyer discusses the financial documents you need to disclose in your divorce

Every state is different when it comes to financial disclosures that must be made in your divorce case.  California has very specific disclosure requirements. Generally, all material financial documents must be disclosed. I generally ask my clients to provide the following documents, at a minimum: Deeds and deeds of trust for all real property Bank […]

Help for Alzheimer’s Patients AND Their Caregivers

Shakespeare said that old age is a return to childhood; without teeth, without voice… and in the case of Alzheimer’s patients, without memories.  But if the elderly have to endure the drawbacks of childhood, shouldn’t they get some of the benefits too? The Family Caregiver Alliance must have thought so too, because a few times […]

Those Who Hesitate Can Still Achieve the Liberation of Retirement

In spite of all the advice you see out there to start saving early for your eventual retirement, we’re realistic.  We know that many people—either out of choice, neglect or necessity—put off saving for their retirement, only to find themselves up against a wall of anxiety when they realize that retirement isn’t very far away.  […]

State Of Washington Takes Action Against Retailers of DIY Legal Documents

There has been lot of hullabaloo in the news recently about Do-It-Yourself Wills and Estate Planning, most notably a debate on Forbes.com with articles presenting The Case For Do-It-Yourself Wills and The Case Against Do-It-Yourself Wills. Well, the state of Washington just weighed in on the subject with a settlement between the Washington Office of […]

Sacramento Divorce Lawyer discusses Tips to Help You Through Your Divorce

High quality California divorce lawyers try to help their clients get through the divorce process and to emerge in the best possible condition.  Toward that goal, consider the following tips to help you get through your divorce: Maintain a cool head. Divorce is an emotional, traumatic event and everyone handles it a little different. If […]

How to Prepare for Dismaying Changes to Estate Tax Law

This may seem like we’re listening to a broken record, but once again Congress’ inability to act is creating uncertainty in the estate-tax-planning world.  We’re little over 3 months away from a major upheaval in the estate tax, and according to the New York Times the upcoming law is likely to cause a lot of […]