by Cynthia Cox, Esq. | Feb 2, 2021 | Blog
Have you recently remarried, but you have not yet updated your old estate plan? If so, now may be the time to sit down and get to work. It can be critical to review what you have in place and figure out what should stay the same and what should change. Let us review...
by Cynthia Cox, Esq. | Jan 5, 2021 | Blog
The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disaster Act, more commonly known as “Proposition 19,” recently passed in California. As a potential or current California resident or property owner, do you understand...
by Cynthia Cox, Esq. | Dec 2, 2020 | ABLE Account, Blog, Special Needs, Special Needs Planning
Have you heard of a California ABLE Account? Achieving a Better Life Experience (ABLE) accounts are fairly new to the world of special needs planning and offer disabled individuals a tax-free savings tool that is comparable to a 529 college savings plan. The ABLE...
by Cynthia Cox, Esq. | Nov 24, 2020 | Blog, Special Needs Planning, Third Party Special Needs Trust
Are you a grandparent with a disabled grandchild? If so, you may be all too familiar with that push to do what you can to protect a loved one with special needs. There is often, however, the added difficulty in planning to provide for a disabled family member without...
by Cynthia Cox, Esq. | Oct 20, 2020 | Blog, Special Needs, Special Needs Planning, Special Needs Trust
Do you have a loved one with special needs? Have you considered a First Party Special Needs Trust as a part of your California estate plan? Either way, you may be all too familiar with the unique concerns associated with having a loved one with special needs. For...
