Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
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Are Family Loans (Taxable) “Gifts” in Disguise? In today's tough economy, you may decide to loan money to a cash-strapped family member. While this may be a noble cause, please take my advice -
Government Now Tracks Time Spent Providing Elder Care Every day, Bureau of Labor Statistics interviewers ask Americans to detail how they spent the previous 24 hours, how many minutes and hours they devoted to -
Shark Attack Nearly Foils Succession Planning Briggs never imagined he would need another succession plan so quickly. If the shark had killed him, his clients and employees would have been left out in the -
A Graduation Gift that Keeps on Giving If you want to give a high-school or college graduate a gift with a big financial impact, go beyond writing a check. Giving the gift of investing—with stocks -
Gore-Tex Heiress Gets a Little Greedy F. Scott Fitzgerald observed that the rich are different, but that does not mean an heiress can adopt her 65-year-old ex-husband to increase her family's -
Avoiding Trustee Tripwires If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and probity. Unfortunately, it is also a major responsibility -
Protect (And Preserve) Your Wealth through Trusts Executive-liability insurance is often the first line of financial defense for executives and directors caught up in litigation such as investor lawsuits. -
Umbrella Insurance Coverage – Worth A Look The wealthy are more likely to be sued, but excess personal liability insurance doesn't have to cost a fortune. It’s safe to say that, if there’s a risk out there, -
Consider A “Gun Trust’ For Your Firearms Traditional estate planning can be problematic when dealing with firearms. The documents used to manage your bank accounts often instruct people to violate laws -
Art Therapy for Alzheimer’s Patients “Art offers a way of communication that doesn’t rely on their verbal skills and allows them to contribute in a way that they don’t often get to do,” said Nancy -
Trusts – Perhaps Easier To Establish Than To Change Trustees unusual clash highlights the risks for customers when financial companies get in trouble or change hands. That is so even in the lush world of trust banks, well -
Administrivia – Postmortem Paperwork Proliferates So as a public service to those who are coping with the same tedious chores or may soon be, the Foreman family assembled a list of stuff to do