How to Talk to Your Family About Business Succession
Benjamin Franklin famously quipped, “If you fail to plan, you are planning to fail.” From the very beginning, you had a plan for your business to succeed. You set goals and developed methods to achieve those goals. Your business has stood the test of time because you...Gun Trusts are Back!
Enactment of AB 1292 has made estate planning much easier for California gun owners. Read our in-depth article here before access is restricted to members...Return of the Gun Trust: AB 1292 Eases Estate Planning for California Gun Owners
UPDATE: See link below this article for updated analysis. *** When Governor Newsom approved AB 1292 on July 12, he made estate planning easier for California gun owners. Why would Sacramento Democrats make death easier for us? I can only speculate, but I’m guessing...Guns and Dementia
This flawed article also makes some very good points, so i’m copying a good portion of it below. [Just note that gun ownership is NOT declining as the article states (see here, here, and here).] While discussions about guns and gun ownership are common political...Top 10 (11?) Dangers Facing Senior Citizens
Here is a great little slideshow on top estate planning priorities to avoid tragedy and missed opportunity (“Top 10 Dangers Facing Senior Citizen Clients”) which I summarize below (adding a little California-relevant detail of my own), with a link...Financial Planning in the Age of Dementia
This article is a good overview, written by a financial advisor. However, note that powers of attorney only deal with non-trust assets and are frequently rejected by institutions so be sure that your trust is funded and adequately plans for incapacity as well...92-year-old refuses assisted living, shoots and kills son
I know, I know: “From my cold dead hands!” But isn’t it better to have a plan worked out with family — for guns, for long term care, for a bunch of things? Blessing had reportedly concealed two pistols in the pockets of her robe and then...Helicopter Children: Adults Control Elderly Parents
  Due to medical advances keeping us alive longer, kids increasingly need to take control over declining parents. Your kids may have to take your guns away from you, for example. How will this be done? Make sure this is done how you want, and by whom you...This is Spinal Tap: Gang Steals Spinal Fluid from Women
Why is it that Muslim countries seem to figure so prominently in black market organ trafficking, and human trafficking in general? Non-consensual spinal tap — more reason to have a good health care directive these days. Pakistani police have arrested four...FPC 20180306: Health Care Directives
When you are down for the count, who will be calling the shots for you? You can control what happens, if you know about advance health care directives. We’ll focus on this topic at our Family Protection Clinic (aka estate planning seminar) lunch meeting on...FPC 20180220: Incapacity
Cheap trust mill planning rarely plans adequately for incapacity, which is the inability to make your own decisions or manage your affairs. While medical advances are keeping people alive longer, that also means that more of us are living a long time in an...
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