by Cynthia Cox, Esq. | Dec 7, 2021 | Estate Planning
As we approach the end of 2021, we know there are many things that you have on your to-do list. From family gatherings to end of the year projects to spending time with loved ones, we know you have much to do. Is reviewing your California estate planning, however, at...
by Cynthia Cox, Esq. | Nov 2, 2021 | Elder Law
Did you know that, according to the nonprofit Alzheimer’s Association, there are more than 5.8 million older adults living with Alzheimer’s Disease in the United States and the number is expected grow as Baby Boomers continue to age? In addition did you know that...
by Cynthia Cox, Esq. | Oct 5, 2021 | Med-cal Planning
October is National Special Needs Law Month. Special needs planning is a special area of focus in our law practice that we work with clients on throughout the year. The month of October, however, gives us time to focus on educating our clients, community, friends, and...
by Cynthia Cox, Esq. | Aug 3, 2021 | Conservatorship, Elder Law, Estate Planning, Med-cal Planning, Trust Administration
Does your aging parent show signs of forgetfulness that impact his or her ability to live day to day without assistance? If so, it may be time to consider memory care, a type of assisted living community in which seniors live and are cared for by professionals...
by Cynthia Cox, Esq. | Jul 6, 2021 | Estate Planning
Are you nervous about a possible estate tax change coming in 2021? If so, deciding to put some of your assets into a trust may be a good option. One popular option may be an intentionally defective grantor trust, IDGT, because it can avoid certain tax consequences of...
