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  • My Recent Personal Experience with Advanced Health Care Directives

    My Recent Personal Experience with Advanced Health Care Directives

    • Susan
    • May 10, 20164:39 am
    • Blog

    My family said goodbye last month to my dad who celebrated his 94th birthday last June and had lived a full life. He spent his final weeks at home with hospice care surrounded by the people he loved. He manifested signs of dementia during his final years, but we were more »

    estate planning

    Where to keep your Estate Plan?

    • Susan
    • May 8, 20166:16 am
    • Blog

     Where should you keep estate-planning documents prepared by your attorney?  Where should people expect to find your living trust, will, durable power of attorney and advance health care directive? You want to be sure that those documents stay safe and can be easily found when your family needs to find more »

    Protect Your Deceased Loved One From Identity Theft

    Protect Your Deceased Loved One From Identity Theft

    • Susan
    • April 16, 20166:47 am
    • Blog

    Did you know that even deceased persons can be victims of identity theft? The deceased are easy targets because sometimes it takes weeks or months and in some cases years for financial institutions to find out about a death. The identity of a deceased person can be stolen in a more »

    Overcoming the Language Barrier: Where there’s a will, there’s a way.

    Overcoming the Language Barrier: Where there’s a will, there’s a way.

    • Susan
    • April 15, 20169:01 am
    • Blog

    In my wills and living trust practice, it’s routine for a client to come in wanting to draft a will. From time to time, that client doesn’t speak any English. This may be a bit of a hurdle, but drafting the will is far from impossible. Where the would-be testator more »

    Nursing Home Abuse Increases

    Nursing Home Abuse Increases

    • Susan
    • April 15, 20166:57 am
    • Blog

    A large percentage of California nursing facilities for the aged are cited each year for instances of abuse.  Unfortunately, the majority of nursing home abuse and neglect cases are never reported. When we put our elderly loved ones in a nursing home or assisted living facility, we’d like to think that they more »

    Is my estate plan valid if I move to another state2

    Is my estate plan valid if I move to another state?

    • Susan
    • April 14, 20167:55 am
    • Blog

    When people retire, or decide to move to be closer to family often times it involves a move to a different state.   So when you move to a different state, are your estate plan documents still valid in your new state of residence? The answer is maybe. Under of the more »

    Your Estate Planning Attorney for the Long Run

    Your Estate Planning Attorney for the Long Run

    • Susan
    • April 11, 20165:51 am
    • Blog

    As times have changed, so has the field of estate planning. When I started out in the field 22 years ago, people and their lives seemed to be less complicated.  As the years went by, it seems like the issues my clients shared with me became more complex.  Perhaps as more »

    dependent adult

    GIFTING TO CAREGIVERS, TIPS AND TRAPS

    • Susan
    • March 23, 20168:30 am
    • Blog

    In addition to seemingly endless gift lists to satisfy, the holiday season presents many with the perplexing issue regarding service tipping. Consumer Reports magazine states in the December issue that gratuities, in general, rose by approximately $5.00 over the previous holiday season. In general, Consumer Reports found that the experts more »

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