estate planning

Inheriting an antique gun in California

Inheriting a gun in California

A lifetime transfer of a firearm ownership is usually completed through a Federal Firearm Licensed (FFL) dealer. The gun will be held by the dealer for a mandatory 10 day waiting period as the parties are required to complete a Dealer’s Record of Sale and a background check is initiated with the state Department of Justice. Firearm purchasers are also required to secure a Firearm Safety Certificate before taking possession…
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Right to die in California

Right to die in California

The End of Life Option Act went into effect on June 9, 2016, authorizing the prescription of medication under certain conditions for the purpose of ending a life. Specific qualifications and procedures are included that must be followed in order comply with the law. The Patient In order to request an “aid-in-dying drug”, the patient must be “qualified”: He or she must (1) be a resident of California (and provide…
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Advanced Medical Directives and Durable Powers of Attorney

Advanced Medical Directives and Durable Powers of Attorney

Let me tell you a story (based upon actual events): “Ron” came into my office seeking advice regarding his mother and father, both of whom had been severely injured in an automobile accident and were in the hospital in critical condition. Ron was one of four siblings. He wanted to know how he and/or his siblings could get control of his parents’ finances while they were unable to do so…
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The Other Travel Checklist

The “Other” Travel Checklist

How many of us have had this experience: We spend hours (or days) planning a vacation, arranging transportation, lodging, itineraries, clothing, etc., making sure that every detail of our trip is taken care of. And suddenly, in the middle of the night on the eve of departure, it dawns on us that we are actually going to get on a plane and travel thousands of miles in the air! What…
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Long term estate planning

5 Reasons to Plan Early for Long Term Care

“I am in great health, why should I be worrying about long term care?” my client asked. I smiled and said “I don’t want you to worry about it, I want you to plan for it so that you don’t end up in a crisis situation some time in the future.” I then proceeded to outline 5 reasons that advanced planning was in my client’s best interest: 1. Having a…
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Protecting Yourself From Financial Abuse

Protecting Yourself From Financial Abuse

According to the National Committee for the Prevention of Elder Abuse, the elderly are attractive targets for financial abuse for a number of reasons, including the fact that persons over 50 control seventy percent of the nation’s wealth, and many seniors have disabilities that make them dependent upon others for help. Sometimes the abuse comes from family members, but there are also “professional predators” out there who look for ways…
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Planning at Every Stage of Life is Important

Why Planning at Every Stage of Life is Important

People plan every year for major catastrophes and pay thousands of dollars to protect themselves if one of those catastrophes occur with health insurance, auto insurance, home owner’s insurance and/or an emergency savings account. But rarely will people plan for the one thing that will happen to each one of us. We will all DIE someday, and yet 70% of Americans die without doing any planning, not even a simple…
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