Travel Forecast – Crossing the Line into a No-Comfort Zone
Travel Forecast - Crossing the Line into a No-Comfort Zone
Crossing state lines and international borders is something millions of us do every day. As long as we pack what we need, have our maps, GPS, and our tickets or gas in the car, we are pretty much ready...
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Can You Predict the Future? A Good Life Plan Needs Good Estate Planning
Can You Predict the Future? A Good Life Plan Needs Good Estate Planning
Most of us like to bring some order and predictability to our lives by planning ahead. We think about where we are now, and where we would like to be. We figure out how to get...
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I’m a Consumer! What has the California Attorney General’s Office and the Department of Consumer Affairs Done for Me Lately?
The Attorney General heads up the California Department of Justice (DOJ), and according to the department’s mission statement, has broad responsibilities to enforce laws fairly and impartially; ensure justice, safety and liberty for everyone; encourage economic prosperity, equal opportunity and tolerance; and safeguard California’s human, natural, and financial resources for this and...
I’m a Consumer! What has the California Attorney General’s Office and the Department of Consumer Affairs Done for Me Lately? Continue reading…
The No-Party Clause and Other Bumps in the Road
Everyone has questions from time to time about how to handle knotty problems that threaten to make life miserable. I get phone calls or emails from many of these people who hope that I can provide answers, or refer them on to someone who can. Some are minor issues or sad ones...
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All About Joint Tenancy – Are You and Your Partner at Risk?
Should your home, bank accounts or other property be held in joint tenancy with your partner or other family member? Many people comment to me that they don’t need an estate planning attorney because they own all their property as Joint Tenants with Rights of Survivorship. If they die, the property will...
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Are You “Judgment Proof” After You Retire?
The bankruptcy rate for Americans over age 55 is soaring. This age group now accounts for over 20% of all bankruptcies filed. Some analysts estimate that for every older person who files a bankruptcy petition, there are two more seniors who should, because of their dire financial straits.
What’s...
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Money Matters
I handle estate planning for people who have a handful of assets, tons of assets, and everything in between. Other people have serious financial problems, and I help them file bankruptcy, so they can get a fresh start. And some folks are married or registered domestic partners and need me to file...
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Good News – Bad News: Challenging the Culture of Discrimination
The LGBT community in the U.S. has made huge gains in human rights and equality in the past few years. This brief scorecard highlights some of the major victories:
The federal government and 35 states plus Washington DC now recognize same-sex marriage
The...
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When Life Throws You Questions, You Need Answers
A new year is ahead of us, and some of these real-life questions and answers may help you make and keep resolutions that will pay off in the future:
Question:
Joanne and Marie are planning to marry in January. They know they need a marriage license...
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So You Agreed to be a Trustee – Now What?
We help lots of clients with their estate plans, crafting Wills and Trusts and other documents that are designed to protect people and their assets. A revocable living trust is often a good choice because it provides for the smooth transfer of property if the owner becomes incapacitated or dies. It usually...
So You Agreed to be a Trustee – Now What? Continue reading…