Blog
07
Feb
Should I make my Trust the beneficiary of my retirement accounts?
Naming a beneficiary for your retirement account is a crucial step in ...
07
Feb
What is the difference between a Physician’s Order on Life Sustaining Treatment (POLST, more commonly known as a “Do Not Resuscitate – DNR”) and an Advanced Health Care Directive?
POLST vs. AHCD: Understanding the Difference Between These Important Healthcare Documents
07
Feb
Understanding Advanced Health Care Directives in California
Life is unpredictable. While we all hope for long, healthy lives, it's...
07
Feb
Do You Need a Revocable Living Trust in California?
Let's find out . . .
California, with its diverse population and comple...
23
Mar
Cares Act
The Coronavirus Aid, Relief, and Economic Security or “CARES Act” that was signed into law on Friday, March 27, 2...
23
Mar
Secure Act
The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act became law on December 20, 2019 and chan...