The Executor of your Estate, also referred to as your Personal Representative, has a very important role to fill. The job of the Executor is to administer your Estate according to the instructions that you have laid out in your Will. It is his or her job to settle any...
Special or supplemental needs trusts are specifically designed to allow a disabled individual to receive financial support from his or her family, while still remaining eligible for critical government benefits. Many of these benefits, such as Medicaid and...
One of the biggest films of 1985 was Ron Howard’s Cocoon. You might remember it from the theaters, or one of the million or so times it’s been on cable. It was fun - aliens, chases, spaceships, and ‘old folks’ finding a Fountain of Youth and most certainly not acting...
Over the last ten days or so, we posted a series of articles – all nationally released – about growing older. The Dutch Village Where Everyone has Dementia was a wonderful article about a town modeled after the village in The Truman Show – you remember, perfect...
Everyone knows they should plan for post-retirement – protect assets, set up health care directives, power of attorney, perhaps trusts, and a host of other planning instruments. And yet there’s a real hesitation in doing so, people put it off. We see that every day...
Sumner Redstone is a billionaire. At one time he was a pretty high profile billionaire, especially in the tabloids. That he’s in the news again isn’t all that surprising. That his story is a cautionary tale for everyone as they grow older and contemplate planning for...
https://youtu.be/oezJaBgR52E This is Piper. Piper is our office dog. His stats are pretty impressive – he’ll be two in late July but he’s already had two surgeries after eating (1) a large rock; (2) 3 brass fittings. When he’s not sleeping – he puts teenagers to shame...
You may have seen the article on the Eva Rova Barnes estate – an estate case that was very recently settled by our Supreme Court. The decision was widely reported (you can read the San Francisco Chronicle’s coverage here). Simply put, the Rova family have owned a...
It’s hard to believe but prior to the very early 1990’s assisted care facilities were sterile places, often modeled on and run like hospitals, and no one thought much of it. Residents were usually referred to as ‘patients’, with predictable, if not evident at the...
It’s easy in movies and on TV – a character needs assisted living, other characters are predictably upset, some drama follows, ten minutes later the character is in an assisted living home. From The Simpson’s to Happy Gilmore to Trainwreck and many shows in between,...
Please subscribe to learn more about how Estate Planning can protect you, your family and your money.