One of the things that makes managing legal issues so challenging is that the laws are always changing. This blog is designed to help you stay current on many of the latest changes.
We consider pets as part of the family, so why should we not plan for them accordingly when creating an estate plan? In another blog post, we stated that one of the major estate planning mistakes people make is failing to include their pets in their estate plans. One of the initial questions we ask […]
read more...I’m willing to guess that your first question is, what are CUTMA and UGMA? They certainly sound like names for cavemen on TV. Actually, they are custodial accounts that you can set up for your child to help pay for educational expenses, such as college tuition, in the future. The “C” is for California. […]
read more...Many of our clients have family businesses that have been in their families for generations. Although they work hard to cause the business to flourish, one thought is not commonly discussed: a proper business succession plan. A business succession plan is one that details who will continue to operate the family business once the […]
read more...It is officially back-to-school season, and soon you will be sending your high school senior on their way to college. In this midst of all the dorm room essential shopping, many forget that their “baby” is technically no longer a child in the eyes of law. Once your child turns eighteen, they are legally an […]
read more...Some parents include their kids in every vacation. Some plan their vacations sans les enfants. But every parent, at one time or another, has to leave their children under another person’s (hopefully) watchful eye. Perhaps it is something unexpected: a death in the family or an international business trip. Or maybe it is something as […]
read more...Suppose you have children in your life who are very important to you: your own, or a grandchild, niece, nephew, godchild – even the children of friends. And perhaps you would like these children to receive a portion of the proceeds of your life insurance or your retirement account. You might be wondering: is […]
read more...Our very own Alex Bruno, founding Partner of Lynk Law, was recently featured in an article in Alegria Magazine. You can read the article here:
read more...Loving parents or grandparents may wish to leave assets, including life insurance and retirement accounts, to beneficiaries who are at this time legally underage. Generally, in California a minor child is not, by law, considered able to manage his or her own assets. So if a minor child does inherit, it falls to a […]
read more...Every generation has its own unique set of popular names for babies. Some are classic names of family ancestors, some are chosen based on popular celebrities or events of the time, and some are entirely original. According to the BabyCenter website, the most popular names of 2013 were “Sophia” for girls, and “Jackson” for boys. […]
read more...Our favorite Taxgirl columnist for Forbes, Kelly Phillips Erb, recently posted a story about (is it too soon?) the back-to-school shopping frenzy. For many parents, it’s the storm before the calm. This rush to collect school clothes and supplies generates huge revenues that could almost rival those of the Christmas season. But for me as […]
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