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New Year’s Resolution – GET TRUST DONE

Ok, maybe it’s not exactly a “resolution” but I think it’s akin to it.  Many people go into the new year with a list of self improvement goals, including the thought to get their estate plan done.  The list might be something like this: – Go the gym at least 5 days a week; – […]

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Software v. Attorney

How many people would be so excited if you foundsome brand new lawyer willing to prepare their trust for $500?  What a deal, right?  An experienced attorney like myself might charge $2,000, or more, for a living trust package for a husband and wife.  Some charge $5,000 and up… but of course they have fancy offices and […]

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Gifting – a great Tax Saving Idea

Are you one of the people (or child of a person) who has “too much” money?  Some of my clients go as far as to call it “the problem” of having too much money.  Yes, it’s true many people just have too much money and Uncle Sam is waiting for you to die!  As I […]

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Economics of Hiring an Out of Town Attorney

Did you know your attorney can appear in most any courtoom in California while sitting at his or her desk? Just about every Court participates in CourtCall (a service connecting attorneys to courtrooms for a nominal fee) or allows attorneys to dial in to the Courthouse directly. Why does this matter to you? Generally speaking […]

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New Year’s Resolutions

Most of us make them, right?  For the new year I will go to the gym every day, not miss a single of my kid’s soccer practices and…, for many people, FINISH MY ESTATE PLAN!  It is amazing how many people tell me that they talk about doing their estate plan every year around New Year’s […]

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HOT topic in Estate Planning

What’s the single hottest topic in California estate planning?  Here in Sacramento foreclosures are a popular topic but not so much for people with assets.  Estate tax law changes are always in vogue for people with money.  However, the number one hottest topic, the numero uno point of concern, the biggest area of questions is […]

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First Post

What does one say for their very first blog?  Many times over the years I have had legal issues arise that I felt others would want to hear about.  I have discussed complex legal issues that I thought other people would want to know about.  I have seen personal, intra-family, situations where people fight over […]

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