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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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California Passes New Law Allowing Executors and Trustees Access to Digital Assets
As of January 1, 2017, California has a new law (The Revised Fiduciary Access to Digital Assets Act) that allows executors and trustees to gain disclosure of a person’s digital assets after the original user’s death under certain conditions. This is a good thing because, until…
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(669) 232-0872 lifedeathlawpodcast@gmailcom

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FDIC Insurance for Trust Accounts
Most people know that the FDIC (Federal Deposit Insurance Corporation) insures bank accounts for up to $250,000 per depositor per covered bank. This insurance was increased from $100,000 to $250,000 in 2008, to reassure people during the chaos of the financial meltdown that started in that…
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Refinancing a house held in a living trust
I can usually tell when mortgage rates begin to drop because my phone starts ringing with former clients who are trying to refinance.  Often, their loan broker wants them to supply assurances that, if the living trust owns the house, the trust gives the Trustee the power to mortgage the…
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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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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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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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