The holidays are here! This time of year is supposed to be about celebrating life, love, and family. It’s a time when we should really reflect on how blessed most of us are, and it’s an opportunity for us to show and share our love to the people who mean the most to...
Year: 2011
Israel, the Flu, Birthday Boy and 1st Anniversary…
What a Happy Holiday Season this is turning out to be! I certainly hope that you and your family and loved ones are also enjoying the festivities and the true spirit of the times when we remember our blessings and give to those less fortunate and, of course, our...
What are the general benefits for VA Aid and Attendance Benefits?
2010 Maximum Pension Rates for Aid and Attendance Single Veteran $1,644.00 Per Month or $19,736.00 Per Year Married Veteran $1,949.00 Per Month or $23,396.00 Per Year Widowed Spouse $1,056.00 Per Month or $12,681.00 Per Year Veteran Married to Veteran $2,540.00 Per...
Happy Thanksgiving & Thank You, Veterans!
This has been a very busy few weeks for us all. Karen and I spent some time in Florida learning about helping clients eligible or who soon will be eligible for Medi-Cal. Preserving and protecting assets for the elderly is an important part of planning that, the sooner...
What Does The VA Know That You May Not…
This is truly introductory information for a wealth of resources we are preparing to bring those of you who may qualify for little known VA benefits. The VA may not be guilty of purposely withholding information from it’s qualifying Veterans, but it does bear to be a...
What An Estate Planning Attorney Does (aka “Some Things I Did This Month”)
1. Help two different clients get ready to sell a home through probate due to their family or friends who didn’t have a plan in place. Reviewed contracts, title searches, and met with brokers.2. Work with at least half a dozen families to deal with assets after a...
“Have A Good Year!”
Rosh HaShanah begins tomorrow night at sunset. If you celebrate Rosh HaShanah, then, “L’Shanah Tovah,” (“May you have a good year!”) Last week, we had our first teleseminar/webinar in over a year, and there were so many people online, that we are going to do this...
Can I Exclude Someone From Being An Heir to My Estate?
I want to disinherit a family member. Will that be easy to do? Many states have varying laws concerning spouses and children, so check with me to see specifically what is possible for these relationships you may want to exclude from your will. Ex-spouses have no...
Wealthy or Not: You Need a Will
A will is a legal instrument that tells the world who you want to get your assets. Move on to the after-life without a will in place, and a judge will decide who gets what, without regard to your wishes and without regard to the needs of your loved ones. Let’s...
The Joy of Life
The Joy of Life Many of my articles are about planning for death. They focus on making sure that your affairs are in order so that you can enjoy peace of mind. They focus on taking advantage of the element of control, while you have it. No matter how well intentioned...