Yesterday at the San Diego Parent Connection Swap Meet, a woman asked me about setting up a Durable Power of Attorney for Property Management for her elderly father.  He already has a Living Will (he lives in Hawaii).  Which brings me to today’s subject:  As a senior, what documents do I need to prepare in… Read More


Here’s a call I’ve started to get recently: My aging parent has a trust but she hasn’t transferred her home into it – what can I do? Most estate planning attorneys these days prepare a grant deed or quitclaim deed and transfer their clients’ primary residence into trust as part of their flat fee performance.… Read More