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In Rev. Proc. 2020-32, the IRS provides the 2021 inflation-adjusted amounts for Health Savings Accounts. These changes are for calendar year 2021: The annual limitation on deductions for an [...]

You don’t necessarily create a trust and just forget about it. You may revise a revocable trust whenever your circumstances change. Perhaps you want to add a beneficiary. A trust can be [...]

Sadly, a large percentage of people — most notably, the baby-boom generation (1946-1964) — have made some monumental retirement mistakes. If they had come to us earlier, seeking retirement [...]

In the first part of this blog series, What Divorce Can Do to Your Estate Plan – Part 1, we discussed how divorce can affect the beneficiaries you may have appointed in your estate plan as [...]

The Reality of Divorce As unpleasant as it is to think about, somewhere around half of all marriages in California end in divorce. Certainly, a divorce of your own, as well as divorce of your [...]

History and anthropology tell us that cultures past and present deal with their departed in interesting ways, such as the Vikings being launched out on ships-turned-crematoriums. Today, [...]

What are the benefits of a living trust? It allows you to retain control over the trust property until death. The trust is turned over to the successor trustee, who is chosen by you, to [...]

If you feel pulled in multiple directions, it’s understandable; we’re going through a collective trauma experience. The pandemic has meant upheaval, fear and grief. Anxiety is up, [...]

One of the most common misconceptions about estate planning is that it only benefits the wealthy. The truth is that a well-conceived estate plan is vital for protecting your assets and your loved [...]

Trusts can be used as an asset protection tool and to help your beneficiaries avoid the cost and expense of probate. Trusts transfer legal ownership of assets to a trustee. The property is deeded [...]