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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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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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Keeping Your Important Docs Safe From Fire
California’s recent fires in Butte County certainly got me thinking about my family’s important documents and how best to store them safely. It is so hard to imagine losing everything and having to rebuild from the ground up. Storing our most important documents in a firesafe box…
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Announcing my new book: Every Californian’s Guide to Estate Planning!
My new book, Every Californian’s Guide to Estate Planning is available now and I’m excited to share it with all of you. I wrote it because there isn’t a California-specific estate planning book out there, and we, as Californians, have some special things to deal with. In…
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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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Supreme Court on Gay Marriage: Estate Planning Changes
For those of us with a Supreme Court habit, the end of June is an exciting time. It’s kind of like October baseball, it’s when the big decisions get announced, at the very end of the year’s term. This June, there are two big cases in the wings: one on gay marriage and one…
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Happy New Year!
 I am wishing a lovely New Year to all of our    clients and readers! May 2015 bring love, wisdom, and compassion to you all. Here’s to keeping all of our eyes firmly fixed on what truly matters in the year ahead, in estate planning and all things.
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Happy National Estate Planning Awareness Week!
Who knew?! I honestly had no idea that there was such a thing as National Estate Planning Awareness Week, but, in fact there is, and it’s the third week in October, established by House Resolution 1499 in 2008. When I worked in the US Senate, I was particularly thrilled by National Ice…
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