by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
A recent issue of Forbes examined the mistakes many celebrities have made in their estate plans (or lack thereof) that caused plenty of pain and suffering for their families and their estates. Here is the list of those celebrity mistakes and what we can learn from...
by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
Designating a power of attorney – a trusted person you choose to make health care or financial decisions for you in the event you become incapacitated – is one of the most important decisions you will make when making your California estate plan.While many...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
A report from the National Council on Aging (NCOA) and the National Association of Area Agencies on Aging says that millions of seniors are missing out on over $20 billion in benefits simply because they are unaware these benefits are available.The two organizations...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
One of the biggest fears that aging parents with little retirement savings have is, who will underwrite the cost of their “golden years”? Most parents don’t want to burden their children with the costs of long-term care or funeral expenses; this is...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
A growing trend in estate planning is the establishment of a pet trust, a legal document that ensures your pet receives the necessary care after you die. Probably the most infamous example of a pet trust is the one in Leona Helmsley’s 2007 will, which left $12...
by Kathryn A. Flanigan | Sep 25, 2012 | Uncategorized
Any Orange County estate planning attorney can tell you that there are many ways to lower your estate taxes; some are very effective for certain people while for others they are not. Below are two popular methods for lowering estate taxes that might work well for your...
