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...
by Cynthia Cox, Esq. | Jun 1, 2021 | Estate Planning
Have you considered a DIY estate plan? Beware of the potential risks. DIY estate planning has many pitfalls. You risk not having the right legal documents in place and even if you do, if you try to write your own, you might not make the right choices for your future....
by Cynthia Cox, Esq. | May 4, 2021 | Elder Law
Did you know that Elder Law focuses on the unique needs and issues people confront as they age? Because May is National Elder Law Month, now may be a great time to learn more about elder law as well as learning more about the resources available to seniors and their...
by Cynthia Cox, Esq. | Apr 6, 2021 | Med-cal Planning
Did you know that April is Autism Acceptance Month? The 2021 campaign is “Celebrate Differences.” Designed to build a better awareness of the signs, symptoms, and realities of autism, #CelebrateDifferences focuses on providing information and resources for communities...
by Cynthia Cox, Esq. | Mar 2, 2021 | Conservatorship, Elder Law, Estate Planning, Med-cal Planning, Probate, Trust Administration
Can you believe that we are almost one year into the COVID-19 pandemic? With the rollout of a vaccine promising a return to normalcy at some point in the hopefully not so distant future, our high-risk friends and family members will likely remain in a COVID-lockdown...
