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. | 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...
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. | 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...
by Cynthia Cox, Esq. | Feb 2, 2021 | Estate Planning
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...
