Latest Articles and Episodes
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Financial Elder Abuse: Easy to Miss
The SF Chronicle’s Carolyn Said recently published an article detailing the story of Leslie and Cheryl Berkes, an elderly couple in Moraga whose caretaker methodically drained their retirement, checking and savings accounts over a period of years, totalling more than $350,000. The…
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Trust Issues: South Dakota Tax Haven reveals the ugly side of planning
  This week, a consortium of internatinal journalists published the results of their investigation into the “Pandora Papers,” an enormous set of leaked documents that reveal the offshore-banking and tax-sheltering tactics of the very rich.  There have been other sets of…
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Prop. 19 Passes: Probably Means Higher Taxes for Your Kids
Proposition 19 Restricts Parent-Child Transfer of Low Property Tax Rates   As I’m sure all of you are all too aware, we just had a significant election on many levels. I’ll leave national commentary for others. For homeowners in California, though, Proposition 19 is making big changes…
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What Does Fair Mean in a Family?
Is it OK to leave your children unequal shares of your assets?  Here’s how the issue was framed in the Ethicist column on the New York Times Magazine: This is the situation: An elderly parent has a fair amount of money and two children. One is wealthy with luxury properties, a spouse…
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DIY Estate Planning for the Pandemic
  If you are stuck at home and without basic legal documents, listen up. In the spirit of offering what I can to help people gain some piece of mind amidst the panic and uncertainty of the pandemic, here are some resources that you can use to get the basics in order, for now. Although none…
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DIY Estate Planning for the Pandemic
  If you are stuck at home and without basic legal documents, listen up. In the spirit of offering what I can to help people gain some piece of mind amidst the panic and uncertainty of the pandemic, here are some resources that you can use to get the basics in order, for now. Although none…
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DIY Estate Planning Resources During The COVID Pandemic
Greetings all. If you are stuck at home and without basic legal documents, read on. In the spirit of offering what I can to help people gain some piece of mind amidst the panic and uncertainty of the pandemic, here are some resources that you can use to get the basics in order, for now. As I…
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Modern Loss: Rebecca Soffer
  In this episode of Life/Death/Law, Rebecca Soffer, the CEO and co-founder of Modern Loss, shares the insights she’s gained from starting a ground-breaking website, Modern Loss, publishing a wonderful new book, Modern Loss: Candid conversations about grief. Beginner’s Welcome,…
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