Using a Standby Supplemental Needs Trust to Protect Your Loved Ones

May 17, 2022

It’s best to plan ahead for “just-in-case” scenarios. When packing for our week-long vacation, we might throw in a rain jacket even though the weather forecast is sunny—just in case.

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In Honor of Earth Day, Consider Some Eco-Friendly Burial Options

April 20, 2022

If you are more environmentally minded, here are some nontraditional, ecofriendly burial ideas. An added benefit is that many of these environmentally friendly ideas are
also less expensive than the traditional options.

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New 2022 Exemptions and Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

January 19, 2022

The following steps can help ensure that the effort you put into your estate planning will contribute to your and your family’s happiness rather than diminish it.

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Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths

October 14, 2021

These myths can create serious trouble for your surviving loved ones, often leading to intrafamily conflict, permanently damaged relationships, and lengthy and expensive court battles.

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Planning to Receive an Inheritance

July 15, 2021

Believe it or not, there are some essential things you must consider when you anticipate receiving an inheritance. Understanding these issues can be crucial to protect that inheritance from unnecessary taxes and outside threats like creditors, divorcing spouses, and bankruptcy.

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How to Responsibly Leave an Inheritance to Your Grandchildren

June 28, 2021

Naturally, grandparents love their grandchildren and want them to succeed in life. And when grandparents are in the twilight of their lives, their hearts often turn to the younger generation with a desire to give them whatever advantages they can, especially if they were unable to give their own children those same advantages when their children were younger

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President Biden’s First One Hundred Days: Looking Back and Planning Ahead

May 8, 2021

With these issues at the top of Biden’s priority list, it may appear that no real changes are coming down the pipeline that are directly related to the estate plans of most Americans of average means.

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The Pros and Cons of Powers of Appointments

April 10, 2021

Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf while you are still living), a power of appointment can be an incredibly useful tool if used properly and knowledgeably.

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Your help is needed to delay Prop 19, also: A review of Trust Protectors

March 2, 2021

Your help is needed to repeal and temporarily delay Prop 19. I wrote the CA senator last December and she is taking action!

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