Articles Posted in Family Issues

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Life/Death/Law Episode 3: The Practice of Generosity

What is estate planning, really? I know that most lawyers focus on reducing taxes, or the creation of documents, but when you get down to it, what you’re really doing when you make an estate plan is giving everything away, right? So, to me, understanding the practice of generosity and what…
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Dealing With Dementia: Episode Two of Life/Death/Law

I’m thrilled to share Episode 2 of my podcast: Life/Death/Law, Dealing with Dementia. It’s almost Christmas, so, in the holiday spirit, I’m taking a look at a difficult, Home-For-The-Holidays moment — you get home and realize that your parents just seem…. a…
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Life/Death/Law Podcast: Episode 1! Purposeful Prenups

Welcome to my new podcast, Life/Death/Law, where I explore the intersection of life, death, law (and love)–otherwise known as estate planning. In this first episode Emily Bouchard, a family dynamics and money coach and the managing partner at Wealth Legacy Group, talks to me about…
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Single? No Estate Plan? Bad Idea

A few months ago, the New York Times published an article entitled, “Single? No Children? No Will? Big Mistake.” I’ve been meaning to write about it ever since. The author writes, “Certain people never reach one of those obvious points in their lives to write one. If…
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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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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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