Wednesday, September 20, 2017
Wednesday, September 13, 2017
Thursday, September 7, 2017
Wednesday, August 16, 2017
Divorce often requires downsizing, including selling the family home.
Fortunately, there are alternatives.
2.Agreement on distribution of assets, custody and a parenting plan
3. Quit worrying about what you think is fair
4. Don’t expect the judge to resolve your issues and defend your rights
5. Figure out when it is time to just let it go
6. Make a complete and accurate list of all liquid assets, income and expenses
7. Consider hiring an alternative organization to assist you
Are you considering Divorce?
Tuesday, August 8, 2017
Time for some good news: Important changes to Medi-Cal laws
The following changes to Medi-Cal claims are now in effect:
What this means to you: If your assets are held in a Living Trust—not in your name—they’re protected from Medi-Cal
Thursday, August 3, 2017
He and his wife, “Allison”, had been married for 15 years
Equal division of property and shared custody of children
Selling their home and downsizing would likely be necessary
Are you thinking about Divorce and need more information?
Wednesday, July 26, 2017
Here are a few common myths about Living Trusts:
Myth #1: A Revocable Trust is Always Complicated. FALSE
Myth #2: A Revocable Living Trust Reduces Estate Taxes. FALSE
Myth #3: A Revocable Living Trust Always Avoids Probate. FALSE
Myth #4: A Revocable Trust Protects Your Assets Against Lawsuits. FALSE.
Myth #5: A Revocable Living Trust Eliminates All of the Work after the Trustmaker Dies. FALSE.
Myth #6: Revocable Trusts are Only for Wealthy People. A great big FALSE!
Tuesday, July 11, 2017
It’s baseball season. In the Bay Area, both the A’s and the Giants are struggling. There are moments of brilliance, an occasional little winning streak when we hold our collective breath and hope our luck is changing, but we end up disappointed once again. We’ve learned to love our Giants for their ability to play killer ball when it really matters, but this year may be the exception. And the A’s? Well, there’s still a lot of baseball to play.