Asset Protection
Should I Give My Home to My Disabled Son?
Deciding whether to give a home as a gift goes beyond cost basis and capital gains…
August 28, 2019
Blog Articles
Asset Protection
How Did the Son of a Wealthy California Property Developer Get $15M, after Being Left out of His Dad’s Trust?
Almost three years after San Diego developer and philanthropist Conrad Prebys died, a court fight continues over control of his $1 billion estate.
August 9, 2019
Asset Protection
Do My Credit Card Debts End When I Do?
Some things don’t disappear even when you die, including credit card debt.
July 29, 2019
Asset Protection
What Are Some Smart Second Marriage Planning Tips?
One in five Americans has married at least twice. However, a sobering 60% of second marriages end in divorce, the Census Bureau found.
July 26, 2019
Asset Protection
How Can I Sell My Recently Departed Parent’s Home Without a Hassle?
Before Ashley Carlson’s father died of cancer in 2016, her only experience navigating the real estate world was finding a place to rent in San Francisco. As executor of his will, Carlson had to clean out and sell his home and a cabin in the mountains—both a couple of hours from where she lives.
July 25, 2019
Asset Protection
Medi-Cal and Long-Term Care in California
When a spouse enters a nursing home, the cost of care can be financially devasting. Many families are simply unable to afford long-term care, without applying for Medicaid. To qualify for Medicaid, there are limits on the resources that an applicant may have. Resources include both income and assets.
July 23, 2019
Asset Protection
Is My Irrevocable Trust Revocable?
Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?
July 18, 2019
Asset Protection
Top Four Facts to Know about Estate Planning
Estate planning involves planning for how an individual’s assets will be preserved and managed.
July 11, 2019
Asset Protection
What Should I Look for in a Trustee?
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
July 9, 2019
401(k)
Financial Advice from Professional Athletes May Be Useful
Short careers and big paychecks can lead to big problems, if you’re not careful. Most people work to avoid financial stress during retirement. Paying attention to financial advice from professional athletes can be quite helpful, according to Money in “What Former Pro Athletes Can Teach Us About Preparing for Retirement.” Staying financially healthy as you
July 5, 2019
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