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An Old Friend and California’s End Of Life Option Act

When I started writing about California’s End of Life Option Act in this blog, I never imagined that an old friend, from a job that I had in the late 1980’s and early 1990’s, would be one of the people in California to make use of it. But in late March, Tom Negrino,…
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How to Keep Your Old Property Tax Rate for a New House if You Are Over 55

I was recently at a friend’s house, and, accidentally made someone’s day. This is not a usual occurrence for me, but I did enjoy it.  Here’s what happened: a woman that I didn’t know told me that she had inherited her parents’ house in Berkeley. Because she had…
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(669) 232-0872 lifedeathlawpodcast@gmailcom

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It’s Fall: Custodial Accounts, 529 Plans And Paying For College

As the season turns and it starts to feel like Fall, many parents are either paying college tuition bills or worrying about paying them. Many of my clients have asked me how 529 college savings plans or custodial accounts are counted when colleges consider financial aid. Here are the basic…
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New Parents Need Basic Estate Planning

New parents face so many new challenges–from figuring out how car seats work to figuring out how babies work. I remember taking a deep breath as we opened the door of the hospital, loaded our daughter into the car (including several annoying moments in the parking lot trying to gently…
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What to Do if Your Child’s Custodial Account is Too Big?

Custodial accounts are an easy way to hold money for a minor child’s benefit. They have many advantages.  They’re free-it’s easy to open up a custodial account at any bank or financial services company.  (You’ll know if an account is custodial in California because…
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Prince’s Sister Claims He Had No Will

Last week, the New York Times reported that Prince’s sister filed a Petition in probate court in Minnesota that stated that no Will had been found for Prince’s estate. The Petition asked the court to appoint a regional bank as the administrator of Prince’s estate, and…
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California’s End of Life Option Act Will Be Effective June 9, 2016

On October 5, 2015, Governor Brown signed the End of Life Option Act into law. The law requires that two doctors determine that a patient has six months or less to live before the lethal drugs can be prescribed. Patients also must be mentally competent to make medical decisions and be able…
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Keeping Families Out of Court: Trust and Estates Mediation

As an estate planner, I get calls often from disgruntled beneficiaries, concerned parents, frustrated Trustees, or distrustful siblings.  Death and money don’t always bring out the best in families. But despite countless books, movies and television shows, rushing to court isn’t…

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