What should I do before I file for divorce? What estate planning changes should I make? Can I revoke our family trust? Do I need permission from my wife to change beneficiaries? Can I make a new will without my husband?   These are questions I hear from clients referred to me by family law attorneys. There are things that you can do before you file for divorce, and there are (fewer) things you can do during the divorce. Filing for dissolution in California places on you automatic temporary restraining orders (ATROs). These restrict changes you can make to your… read more →

…a person does have the option to not to buy health insurance. If they do, their taxes will be raised by a penalty in order to help offset the amount we (the other taxpayers) have to chip in to cover uninsured medical costs every year.

Attorney Daniel K. Printz will be conducting this workshop that teaches you the ins and outs of wills versus living trusts. By the end of the evening, you will have completed your own holographic will with guardianship designations.

The trust document covers only things that are put into the trust. The will covers anything that is not in trust, and not in a designated-beneficiary account like life insurance or retirement accounts.

Parent Connection Family Swap Meet – this is a can’t miss regarding great deals on children’s gear…at amazing prices! 350 booths with gently used items.

A Living Estate is what we own while we are alive. All of those things that go into your financial junk drawer: your cash, real property, vehicles, jewelery, 401K accounts, etc., are part of your living estate.

Sometimes people ask me, “Why should I get a will?” Here are some answers to common questions about that most basic estate planning document, the last will and testament.

It’s very important that non-married persons, either same-sex or opposite-sex couples, do basic estate planning! Here is a question recently posed by someone who was promised the world but left with nothing, along with my answer: Question: If I share a home with my partner for over 20 years, and helped pay for upkeep and expenses, am I entitled to the property when he dies? We live in California and never married, but he told me, friends, and family that he was leaving me the house. We moved in together when it was new over 20 years ago. He never… read more →

Let’s say wife (W) has a child from a previous marriage, and the marries husband (H). W and H want to create a new living trust. This situation is quite common these days, with multiple marriages and blended families. Luckily there are ways to address the competing interests of the spouses. We will establish either a QTIP or Credit Shelter Trust, preferably with a 3rd party trustee not subject to H’s influence, into which the deceased settlor’s property will flow on his or her death. You can give a power of appointment over the survivor’s trust (the “A” trust) while… read more →

[If you're looking for the June, 2012 Swap Meet information, please click HERE] Parent Connection Family Swap Meet – this is a can’t miss regarding great deals on children’s gear…at amazing prices! Visit all 350 vendors in one location, almost all of them parents selling their gently used children’s clothing, games and toys. Families with infants, young children & parents with a baby on the way will find something special at The Family Swap Meet. Stop by our booth (G-209/210) and receive special discount offers on estate planning services! Sunday, March 25 9:00am - 1:00pm Canyon Crest Academy in Carmel Valley  5951… read more →