In: Blog
UDPA 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…
Read MoreTax Attorney’s Tips To Minimize Taxes
January 1, 2012Capital Gains Tax on Appreciated Assets Although the housing market has declined or leveled off for most of San Diego County,…
Read MoreTake Control Of Your Home With A Living Trust
October 1, 2011Many people believe that Living Trusts are only for the wealthy and “Trust fund” children/grandchildren. Living Trusts can be designed for…
Read MoreTransmutation Agreement Updates
January 1, 2009We Must update all Transmutation Agreements for updated assets and portfolios. If you have signed a Transmutation Agreement, send us a…
Read MoreBeware Of Annuity Salesmen Who Pose As “Living Trust Consultants”
April 30, 2008Beware of unscrupulous annuity salesmen who pose as “Living Trust Consultants” who use the Trust as a hook to sell you…
Read MoreIRA Alert: Vanguard Beneficiary Designation Policy Change
April 30, 2008If you have an IRA with Vanguard be aware that it is changing their beneficiary designation policy in September 2008. It…
Read More