About California Estate Planning

Protecting Property from Deed Fraud: What Yolo and Placer Counties Are Doing
What id Deed Fraud? As an estate planning attorney, I regularly work with property records: confirming ownership, transferring property into trusts, and distributing property out of trusts to beneficiaries. Because ...

You Have a Will—But Is It Enough?
Having a will is a crucial step in protecting your assets and ensuring your loved ones are cared for after you’re gone. If you’ve already taken this step, you’re ahead ...

3 Tips for Traveling with Disabilities
Traveling with disabilities can feel overwhelming, but with the right preparation, it can be an enjoyable and smooth experience. From researching accessible accommodations to ensuring medical needs are met, careful ...

3 Tips from an Elder Law Attorney: Caring for a Loved One with Alzheimer’s Disease
Alzheimer’s is a complicated and overwhelming disease. Over time, the disease can change a loved one into a seemingly different person. Caring for a loved one with Alzheimer’s disease is ...

Solo Aging and the Challenges It Brings
As more people from the Baby Boomer generation reach their senior years, many face a new challenge: solo aging. Solo agers are individuals who don’t have children or close family ...

Estate Planning and Retirement Planning for Business Owners
For many employees, saving for retirement is straightforward: contributing to their employer’s 401(k) plan and perhaps opening an IRA. However, for business owners, planning for retirement is far more complex ...

Senior Living Options When Care is Needed
As Americans age, long term care planning becomes essential for navigating the many senior living options available. Choosing the right living arrangement depends on a senior’s health, assistance needs, and ...

Unique Health Challenges Faced By Veterans
The United States is home to a veteran population of approximately 20 million, many of whom face distinct health challenges compared to non-Veterans. Military service instills a well-defined culture rooted ...

Medicare and Medi-Cal: Unlocking the Mystery
Medicare and Medi-Cal have long been a mystery to many consumers. In fact, it can baffle and confuse even some of the smartest citizens. Like me, you might have thought, ...

Understanding Spousal Rights and Disinheritance
In the United States, the subject of estate planning is fraught with complexities, particularly when it comes to the rights of a surviving spouse. A common misconception is the idea ...