Sickness and Health
Healthcare is a much-discussed and lamented topic in the last three years. As we move into the colder season and have to spend more time indoors even here in HB, doctor visits and hospital visits are on the rise. Both a frequent and often uncomfortable topic, the subject of health care can even be controversial. […]
Trust Review, Tune Up or Renewal
“You make me feel so young, you make me feel like spring has sprung . . .” – The thin man from Hoboken (Frank Sinatra) Another turning of the season of the year, and we prepare our hearts and homes for Easter and Passover, traditionally by engaging in ‘spring cleaning’. We examine those places that […]
What’s Your Relationship Status?
Hopefully, the answer that popped into your head was not “it’s complicated.” But believe it or not, your status can be complicated when it comes to your estate plan. When a couple gets married, the act of marriage itself effectively creates an estate plan for the newly married couple, whether they realize it or not. […]
The Two Things About Which We Can Be Certain
Greetings from the other side of the rearview mirror! In my practice of helping clients plan for their eventual death, we also cannot ignore the reality of taxes. For 2021, both the State of California and federal governments have many, many, many new tax rules to introduce to you. Some are already in place, and […]