Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.
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Pardon My Blooper!Our firm recently welcomed aboard a new, young attorney, straight out of law school and it got me thinking back - - what was it like when I first started out...
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March "Madness"Another in a series of articles reminiscing about growing up in small town America in the 60's.
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What’s in Your…DNA?When we look close enough, it’s amazing how much is passed down from generation to generation at the smallest physiological level - - in our DNA.
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"Thank You, January!"This is one in a series of articles reminiscing about growing up in small town America in the 50's and 60's... I hated January!...
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"My Phone Is Driving Me Crazy!"No doubt, the invention of the mobile (or "cell") phone and its new offspring, the computer-in-your-hand (or "smart" phone), are ingenious...
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Parents: Help Your Children Now To Make an Important Decision Affecting Your FutureMany readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's...
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They Tried to Steal Mom’s Money!Let me just take a deep breath for a moment and calm myself down. Maybe “steal” is too strong a word. So how about instead I call this article...
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Your DocuBank Card can now hold your Medical SnapshotAs a client of our firm, you received a DocuBank Emergency Card when you completed or upgraded your estate plan. We gave you this card to protect you.
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Refinancing a Real Estate Mortgage? Watch Out!Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're...
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If You Haven’t Received Your New Medicare Card Yet, You Better Read This…In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card...
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The Top 10 Scams Targeting SeniorsThe U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting Seniors.
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Happy (Grand)Father's Day!In June of each year, we celebrate Father's Day, a wonderful, befitting thank you to our fathers. But rarely do we think back about and celebrate our ...