In: Recent News
The Organ Donation Process
September 10, 2019Having trouble deciding whether you should register as an organ donor or not? Lets lay down the facts to help you... Read More
Natural Death (Part II)
February 7, 2019Natural Death (Part II) Previously, we discussed the issue of energy in the termination of life process. In this newsletter, I want…
Read MoreHOT TOPIC: What is Your Long Term Care Plan?
May 16, 2013According to various sources, 60% of us will require some form of long term care during our lifetime. Another 50% of…
Read MoreWhat To Do Before And After The Death Of A Spouse Or Parent
April 26, 2013A Step By Step Approach Part I When it comes to taking care of estate planning business, most clients are paralyzed…
Read MoreClient Alert! Notifying The DMV
October 11, 2012If you are acting as an agent under a Healthcare Durable Power of Attorney (DPA) or Advanced Health Care Directive (AHCD),…
Read MoreUDPA Changes In The Law
October 11, 20121) Uniform Durable Powers of Attorney (UDPA) Changes in California Law The following are recent legislative changes under the Uniform Statutory…
Read MoreClient Alert!! Filial Support Laws Beginning To Groundswell
July 25, 2012Pull up a chair, you’re gonna need it. North Dakota has now actively joined the ranks of states who are resurrecting…
Read MoreFinancial Tricks And Traps In VA And Medical Planning With Trusts And Annuities
July 20, 2012Part 1 The VA pension benefits for vets and spouses are a valuable source of funding for assisted living and home…
Read MoreThe Necessity Of A Living Trust Review
April 17, 2012Life changes. Times change. People change. Law changes. Because of these realistic facts, our documents must be updated. The child initially…
Read MoreUtilizing Trusts As IRA Beneficiaries – Avoiding The Tax Traps
March 13, 2012The IRS has become more stringent on Trusts as beneficiaries of IRAs in allowing payouts over a beneficiary’s life expectancy. If…
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