Blog
March 16, 2020 – COVID-19 UPDATE
By James E. Berge Your Estate Planning & Elder Law Attorney We are taking all precautions possible for a safe office environment and are following
What are the advantages of revocable living trusts?
When you start looking into estate planning in California, you’re likely to hear a lot about revocable living trusts. So, why is that? Why do
5 things your California will cannot do
One of the more common mistakes about estate planning is that estate planning basically equals the creation of a will. But that’s not the case.
Three things to remember when you appoint a trustee
When you write up your estate plan, you might want to create a trust. The shrewd use of trusts comes with some healthy benefits, such
Who needs a conservatorship?
Conservatorships don’t often make the news. But that’s because most of them help families care for adults with disabilities or dementia—those who can’t care for
Is your estate plan ready for the digital future?
In California, living through a day without internet access is something like being asked to ditch your car in favor of a horse and buggy.
The SECURE Act: How Does It Affect Your Retirement Accounts?
The SECURE Act: How Does It Affect Your Retirement Accounts? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement
Why estate plans are more important for business owners
There’s a good chance you’ve thought about estate planning. There’s also a good chance you’ve put it off. Why would you need to plan for
How can a special needs trust help your special needs child?
As the parent of a special needs child, you know how hard it can be to get through the day. Every task requires more attention.
Why DIY estate planning may not be a great idea
Maybe you’re one of those people who’s always wanted to tackle projects on your own. Cooking. Plumbing. Carpentry. Minor electronics. If there was time and