Viewing 1 - 16 out of 19 posts

AMAZING TRANSFER OF WEALTH FROM THE BABY BOOMERS

According to the Wall Street Journal In the United States those over 70 years old own $35 trillion dollars.  This equals 27% of all the wealth in the United States Read More

HOW TAXES WORK ON ESTATES AND INHERITANCE

There are more than one type of tax on assets when a person dies.  They can be confusing.  Here is a simple definition of the different types of taxes.  Estate Tax Read More

Digital Estate Planning

With the computer age and the internet there is class of assets that may or not be owned in the traditional sense but need to be included in any estate Read More

PALLIATIVE CARE PLANNING IN CALIFORNIA

Palliative Care:  Area of healthcare that focuses on relieving and preventing suffering of patients.  Aimed in optimizing quality of life and mitigating suffering among people with serous complex illnesses facing Read More

CALIFORNIA ADVANCED HEALTH CARE DIRECTIVES

Everyone regardless of the size of their estate should also have an Advance Health Care Directive.  This Directive should to be available to the medical care provider during a medical Read More

QUESTIONS TO ASK IF YOU INHERIT A HOME

By Joseph E Deering and Debra Carr  Questions to Ask it You Inherit Real Property.  As you can see an inheritance can be complicated.How do I secure the property?What documents do Read More

HEALTH CARE DIRECTIVES AND THE CORONAVIRUS PANDEMIC

By Pat Kuramoto, Legal Assistant, Notary  A health care directive allows you to name an agent to make health care decisions for you, express your philosophy regarding end of life decisions Read More

New Laws in California for 2021

2020 was the year of the pandemic.   Legislative hearings in Sacramento were cancelled or truncated and many laws proposed were abandoned.  Governor Newsom signed 372 new laws in 2020. Read More

DOES PROPOSITION 19 CHANGE PROPOSiTION 13

The protections of Proposition 13 reducing California Property taxes were challenged in Proposition 15 and 19  on the November 2020 ballot.  Traditionally Proposition 13 was considered the “third rail” of Read More

CALIFORNIA DEPARTMENT OF MOTOR VEHICLES EXTENDS DRIVERS LICENSE EXPIRATION DATES

BY : Pat Kuramoto  On July 13, 2020, a California Department of Motor Vehicles press release announced the DMV is providing a further extension to the driver’s licenses of Californians age Read More

A WAY TO KEEP YOUR SANITY DURING A PANDEMIC GET A DOG

A dog can improve your mood by reducing stress.  Playing with a dog  and a wagging tail is a way to relieve the stress of looking at a computer monitor Read More

Creating Pet Trusts In California

A pet can be great thing during this difficult pandemic time.  Computers can work 24 hours a day.  An animal help  structure your day.  Most pets need to eat, walk Read More

PROPOSED CHANGES TO CALIFORNIA PROPERTY TAX LAW

Estate Planning Implications of 2020 Propositions 15 and 19 Proposition 15 splits the property tax roll.  Proposition 13 now covers  to all property in Californa.  Proposition 15 would reduce the proposition Read More

PANDEMIC SCAMS

The Pandemic has made some seniors victims of criminal financial elder abuse.  Some of the scams to look out for according to the California Advocates For Nursing Home Reform are as Read More

Pandemic Estate Planning Accessibility and Availability

Estate Planning & Accessibility When a person dies how does the family or loved ones know if that person has a will, trust or no estate plan at all?Check the title Read More

ESTATE PLANNING CONCERNS IN A PANDEMIC

We have been experiencing this Corona Pandemic since March 2020.  Everyone would agree this has been a year like no other one in living history.  Our life has changed maybe Read More

Viewing 1 - 16 out of 19 posts

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