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When Do I Need to Update My Estate Plan?

By | Blog Home, Estate Planning

With the ongoing concerns related to Coivd-19, many spouses and individuals have thought their estate planning documents.  If you have already done the work to make an estate plan, now may be a good time to revisit it to ensure that you still feel the same way about what you put into your documents several years ago. 

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Watch Your Wallet! Medical Deductions (Part 2 of 2)

By | Blog Home, Finances

In our last article we provided some ways in which you can make medical bills, nursing home care, and special needs or age related home additions and modifications work for you to save money on taxes.Here are some more ideas for tax deductions, including alternative medicine, and services for special needs care. We shall explore timing your expenses for maximum deductions as well as other entities like a special needs trust.

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Holographic Wills:  Why handwriting your Will is not a good idea

By | Blog Home, Estate Planning

A holographic will is a handwritten will (no typing on the computer) that is valid in California if it meets certain requirements identified at California Probate Code §§6110-6111.  Although it seems cost-effective to be able to simply jot down your final wishes next to that crossword puzzle you were trying to finish, there are potentially some major pitfalls. Learn more…

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