Powers of Attorney Update
September 6, 2016Time and time again we see cases of inadequate powers of attorney which fail to provide sufficient authority to act. These…
Read MoreEstate Planning with Durable Powers of Attorney
October 3, 2013Many clients are confused regarding the use of Durable Powers of Attorney in their Estate Plan. In California we have two…
Read MoreEstate Planning with Retirement Plans (IRAs, Roths, 401Ks, etc.)
September 12, 2013This subject led me to write a book in the late 90s called Avoiding Tax Traps In Your IRA which was…
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