Posts by category
- Category: Elder Law
- Category: Estate Planning
- Category: Probate
- Category: Special Needs
- Category: Uncategorized
- Understanding the New Inherited IRA Rules: An Estate Planning Lawyer’s Perspective
- How Much Does an Estate Have to Be Worth to Go to Probate?
- Estate Planning Back-to-School Checklist
- What Happens to a House When the Owner Dies Without a Will?
- How Wills Can Protect Your Loved Ones: Estate Planning During Sandwich Generation Month
- Elder Care Planning for Alzheimer’s Patients: A Guide to Medi-Cal
- Estate Planning for Veterans: A Tribute During Military Appreciation Month
- Quiz: Is It Time to Update Your Estate Plan?
- What Happens If You Don’t Have A Will?
- 5 Estate Planning Tips for Families With Children on the Autism Spectrum
- Quiz: Do You Know Your Elder Law Rights?
- Spring Cleaning Your Estate Plan: 5 Tips for Getting Organized and Preparing for the Future
- Estate Planning: The Valentine’s Gift That Keeps on Giving
- Does a Trust Avoid Probate in California?
- Pointers for Picking an Assisted Living Facility
- Life Insurance Beneficiary Rules
- Everything You Need To Know About Setting Up a Trust in California
- Why is Estate Planning Important? Protect Your Family and Your Future
- Estate Planning and Retirement for Late-in-Life Parents
- Family Feuds | SB Elder Law
- Are These 5 Types of Trusts Missing from Your Estate Plan?
- When Should You Start Taking Your Social Security Benefits? | SB Elder Law
- Giving to Charity Wisely | Santa Barbara Estate Planning
- Virtual Reality Is Now Being Used to Help People with Dementia
- Three Factors to Keep in Mind when Buying Long-Term Care Insurance | Santa Barbara Elder Law
- Think Twice Before Deciding to Serve as Trustee | Santa Barbara Estate Planning
- One of The Most Valuable Benefits Available to Veterans Is Also One of The Least Utilized
- Is It Better to Buy or Rent a Home in Retirement? | SB Elder Law
- A Will Is a Key Component of Any Estate Plan, but It’s Not Enough | Santa Barbara Estate Planning
- The VA Aid and Attendance Pension Program Can Help Eligible Veterans Pay for the Cost of Long-Term Care | SB Elder Law
- With Premiums Rising Dramatically, Should You Keep Your Long-Term Care Insurance? | SB Estate Planning
- Medicaid, Nursing Home Costs, and the Rumor Mill
- The HIPAA Release: What It Is and Why You Need One
- How to Inspect a Nursing Home to Make Sure It’s Right for You or Your Loved One | SB Estate Planning
- Aggressive Moves You Can Make In Your Forties To Reach Your Long-Term Financial Goals | SB Elder Law
- Changes to the Law Make It Harder to Qualify for the VA Pension Program | SB Estate Planning
- Here’s What Can Happen If You Don’t Have an Estate Plan of Your Own | SB Estate Planning and Elder Law
- How to Avoid Taxes on Social Security | Santa Barbara Estate Planning and Elder Law
- How to Avoid Challenges to Wills and Trusts | SB Estate Planning
- The Benefits of Putting Your IRA Into a Trust | SB Estate Planning and Elder Law
- A Unique Financial Gift to Give to Your Loved Ones This Valentine’s Day by Attorney Julianna Malis
- Are You Predisposed to Alzheimer’s Disease? What to Consider Before Taking a Genetic Test | SB Estate Planning and Elder Law
- An Introduction to Special Needs Trusts | Santa Barbara Estate Planning and Elder Law
- Managing a Medicaid Crisis | Santa Barbara Estate Planning and Elder Law
- Beware of These Two Scams Targeting Seniors | SB Elder Law
- Who Should Be the Guardian of Your Minor Children? | SB Estate Planning
- In Honor of Financial Wellness Month, Start the New Year Off Right With an Updated Estate Plan
- Planning Tips for the New Year | SB Estate Planning and Elder Law
- Estate Planning During the Holiday Season | Santa Barbara Estate Planning and Elder Law
- Family Feuds—When Heirs Fight Over Assets With Sentimental Value | SB Estate Planning and Elder Law
- Planning Options for Parents of Troubled Adult Children | Santa Barbara Estate Planning and Elder Law
- The Difference Between Alzheimer’s Disease and Dementia | SB Estate Planning and Elder Law
- Choosing a Trustee for Your Special Needs Trust | Santa Barbara Estate Planning and Elder Law
- Why You Need Advance Directives | Santa Barbara Estate Planning and Elder Law
- The Growing Problem of Conservatorship or Guardianship Abuse | Santa Barbara Estate Planning & Elder Law
- What is the Medi-Cal Look-Back Period? | Santa Barbara Estate Planning & Elder Law
- Worried About Running out of Money in Your So-Called “Golden” Years? You Are Hardly Alone | Santa Barbara Estate Planning & Elder Law
- What Women Need to Know About Social Security | Santa Barbara Estate Planning and Elder Law
- As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves | Santa Barbara Estate Planning and Elder Law
- Alzheimer’s Disease: Facts Versus Fiction | SB Estate Planning and Elder Law
- Choosing a Guardian for Minor Children | Santa Barbara Estate Planning and Elder Law
- Can Lifestyle Changes Prevent Cognitive Decline? | Santa Barbara Estate Planning and Elder Law
- The Roth IRA vs the Traditional IRA- Which One Is Right For You? | Santa Barbara Estate Planning & Elder Law
- What If You and Your Child’s Other Parent Cannot Agree on a Guardian? | SB Estate Planning and Elder Law
- The Difference Between a Living Will and a Health Care Power of Attorney | SB Estate Planning and Elder Law
- Managing Your Loved One’s Legal Needs: A Checklist for Caregivers | SB Estate Planning and Elder Law
- What’s Not to Like About an I Love You Will? Plenty. | Santa Barbara Estate Planning and Elder Law
- If Your Children Have Turned 18, They Need Their Own Legal Documents | Santa Barbara Estate Planning and Elder Law
- A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It | SB Estate Planning & Elder Law
- Your Legacy is More than Just the Money You Leave to Loved Ones | Santa Barbara Estate Planning and Elder Law
- Should You Be Concerned About Changes to the Step-up in Basis? | SB Estate Planning and Elder Law
- A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses | SB Estate Planning and Elder Law
- Is A Medi-Cal Asset Protection Trust Right For You? | SB Estate Planning and Elder Law
- The Proper Planning Mix for Blended Families | SB Estate Planning and Elder Law
- What Are Dynasty Trusts? | SB Estate Planning and Elder Law
- 7 Critical Reasons To Hire A Santa Barbara Estate Planning Attorney | SB Estate Planning and Elder Law
- What is the Difference Between a Will, a Living Will, and a Pour-Over Will? | SB Estate Planning and Elder Law
- Why Your Estate Plan Must Include More than a Will
- Estate Planning for Second Marriages
- Tips for a Successful Family Business Succession
- The Gift That Keeps on Giving: Paying Your Grandchildren’s College Tuition
- Do You Need a Trust?
- How to Get the Most out of Retirement: “Stretching and Protecting” Your Wealth
- If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes
- How to Make the Most Out of Retirement
- Planning for High Risk Professionals
- Did You Know That Americans Did Not Always Pay a Personal Income Tax?
- Should All of Your Children Receive Equal Inheritances?
- How to Make Your Retirement Savings Last Longer
- Moving on—Help for Seniors Relocating to Nursing Homes or Assisted Living Facilities
- Five Ways President Biden’s Tax Plan Could Impact Your Finances
- A Look at America’s Most Popular Pension Plan: Social Security
- Myths and Misconceptions About Coronavirus Vaccines
- Why should you create an Advance Healthcare Directive?
- Dementia Warning Signs
- “The Talk” with Elderly Parents
- What is a Qualified Personal Residence Trust?
- Basics of Probate in Santa Barbara, CA
- 3 Ways to Protect Your Children in an Emergency
- 5 Questions to Ask When Choosing a Dementia Care Facility
- How Long Does It Take to Settle an Estate in Santa Barbara?
- How to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process
- How to Talk to Your Adult Children About the Inheritance You Plan on Leaving Them
- “When It Comes to Cryptocurrency, Estate Planning Is a Must!”
- Parents, Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place
- Tips When Caring for an Out-of-State Elderly Parent
- How Does a Healthcare Directive Work in Santa Barbara?
- “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”
- Reduce Your Tax Burden with a Qualified Personal Residence Trust
- Santa Barbara Estate Planning and Elder Law: How to Prepare for an Unexpected Disability
- Should My Elderly Parent Be Driving?
- Assigning Multiple Powers of Attorney
- Santa Barbara Estate Planning Lawyer: “A Tattoo Should Not Replace a Properly Drafted DNR!”
- Protect Your Family from Privacy Intrusions and Scam Artists When You Are Gone with a Living Trust
- Estate Planning for Blended Families
- How to Prepare for Care with an Unmarried Partner
- How to Plan for Your Child’s Future During Divorce
- Three Common Trust Mistakes to Avoid
- What Happens If I Receive an Inheritance During Bankruptcy Proceedings?
- Three Ways to Protect Your Children in an Emergency
- Who Will Make Your Healthcare Decisions if You Cannot?
- Estate Planning Tips for Blended Families
- How to Protect an Inheritance for a Loved One Battling Bipolar Disorder
- Understanding the Basics of Probate in Santa Barbara, CA
- How to Handle Decision Making for an Adult Child With Special Needs When the Parents Are Divorced
- Santa Barbara Elder Law Attorney: 5 Questions to Ask When Choosing a Dementia Care Facility
- Will and Estate Lawyer Answers, “Can I Exclude My Spouse or Child from My Will?”
- Why You Want to Avoid Probate in Santa Barbara County
- Santa Barbara Special Needs Lawyer: How to Stay in Control Of a Disabled Child’s Affairs When He or She Becomes an Adult
- July is Sandwich Generation Month!
- Santa Barbara Estate Planning Lawyer: 5 Estate Planning Must-Haves
- Santa Barbara Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate
- Before You Hire a Santa Barbara Elder Law Attorney…Ask These 10 Questions First!
- Santa Barbara Estate Planning Attorney: Can I Use a Revocable Living Trust for Asset Protection?
- Santa Barbara Will and Trust Lawyer: Three Considerations When Planning for a Child with Special Needs
- Santa Barbara Estate Planning: What You Should Know About Joint Ownership and Its Alternatives
- Santa Barbara Estate Planning Lawyer Answers, “Can Minors Inherit Assets?”
- Advantages of Creating a Personalized Healthcare Directive for Seniors in Santa Barbara County
- Santa Barbara County Estate Planning Lawyers Outlines The 5 Most Infamous Estate Planning Battles
- Santa Barbara County Trust Lawyer on How to Create a Business Succession Strategy
- Santa Barbara Trust Lawyer: How to Safely Leave an Inheritance to an Adult Child with Substance Abuse Problems
- 5 Steps to Settling a Probate Estate in Santa Barbara County
- San Luis Obispo Special Needs Planning Attorney: How to Plan for Your Child’s Future When You Are Divorcing
- Santa Barbara Estate Planning Attorney Urges Millennials to Rethink this Common Estate Planning Myth
- Elder Law Update: 1st Qtr 2018
