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 it’s handled, …

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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 loved …

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