Honoring Our Veterans

On November 11, 2018, we celebrate Veterans Day to honor all those who have served our country. A 2012 Gallup research study found that four out of five 85 to 89-year-olds have served in our American military. This means that 80 percent of Americans between the ages...

Spooky Times

 Halloween, when you’re separated or going through a divorce with children can be a spooky time if not approached with your children in mind. Halloween is one of those tricky holidays where both parents want to have that ‘fun and scary experience.’ So, what should you...

Happy Hills

 Client Charlie owns and lives in a condo in Happy Hills, a gated community. He is a widower, with three adult children. He has a Revocable Living Trust, which benefits his children. He has provided his Home Owners Association with a guest list, people who he...

Holiday Visits with Aging Loved Ones

 As has been said, it’s the most wonderful time of the year! And so again, time for my annual sharing of an important message. Holidays are a wonderful time of the year, and frequently they are the one or two times a year we are able to spend time with parents or...

Making Money Management Unmistakable

 The average U.S. consumer is inundated with financial information and tools as they prepare for their financial future. An Internet search of the words “financial planning” generates millions of hits. With all this financial know-how at Americans’ fingertips, it’s...

Living Trusts The Cast of Characters

One of the most useful, flexible and cost-effective legal devices available is the Revocable Living Trust. If properly drafted and funded, a trust can enable us to avoid probate and perhaps save hundreds of thousands of dollars of federal estate tax. Its successful...

The Hearsay Rule

That’s hearsay! Non-lawyers love throwing around the word “hearsay.” But do they really know what it means? Hearsay is an out of court statement offered to prove the truth of the matter being asserted. Try explaining that to your nine-year-old. I hope you have better...

White Cane Safety Day

October 15 is White Cane Safety Day. When this day was first established in 1963, President Johnson noted that, “The white cane in our society has become one of the symbols of a blind person’s ability to come and go on his own. Its use has promoted courtesy and...

Estate Planning: A Cautionary Tale

 Grandpa committed an act of kindness: He executed a living trust to ensure that after his death, his assets would be distributed in accordance with his wishes, without the expense and inconvenience of   probate proceedings. He didn’t want to spend much money on...

50/50… Most of the Time

 California is a community property state, meaning the Equitable Division rule divides marital property equally between spouses, however, exceptions exist. Spouses owe a duty of financial care and loyalty to each other and can’t cheat or misuse marriage income or...

The Long Distance Parent

 It’s never easy being a parent. We constantly struggle, wondering if we’re doing the best we can for our kids. It’s so much pressure knowing that you only get a short window of time to prepare them to become responsible, healthy, and emotionally balanced adults. For...

Avoiding Bitter Custody Battles

 One of the more horrific stories in the news this week was the salon shooting in Seal Beach, California. It was alleged that at least eight people were killed by a man enraged over a custody battle. Issues of custody commonly arise in Family Law cases. But they do...

Celebrating Grandparents!

September 9 is Grandparents Day. This national holiday provides the opportunity to honor our grandparents and great-grandparents and remind them how special they are to us. Here are a few ways that you can celebrate: • Interview Grandparents – whether your parents are...

Back to School Divorce Tips

The kids are heading back to school, and just like us, they are going to be excited, anxious, terrified, nervous, sad and happy. Mixed feelings are natural at this time of year, no matter how old your kids are or how many times you’ve been through it all as a parent....

Estate Planning: Acts of Kindness

 How may we best protect our families, while allocating our resources sensibly? By carefully considering the needs of our families, we find our answers—and earn some peace of mind in the process. Who should inherit our assets when we die? We love our children equally,...

Celebrate Seniors!

 August 21 is National Senior Citizens Day. In 1988, President Ronald Reagan signed a proclamation declaring this holiday, which honors adults over the age of 60. During his announcement, he explained the importance of recognizing this segment of the population,...

Beauties of the Buy-Sell

 Thomas, Richard and Harold (the proverbial “Tom, Dick and Harry” in corporate executives’ clothing) are the sole officers, directors and stockholders of a small but successful service-oriented corporation. During the company’s four years of existence, business has...

The Hearsay Rule

That’s hearsay! Non-lawyers love throwing around the word “hearsay.” But do they really know what it means? Hearsay is an out of court statement offered to prove the truth of the matter being asserted. Try explaining that to your nine-year-old. I hope you have better...

What is Nar-Anon?

 Are you sick and tired of being sick and tired? Have you tried everything you can think of to change the addict and nothing seems to work? Don’t give up. There is hope. If you would like your life to be different, Nar-Anon can offer you a better way to live…you are...