The California Department of Public Health has put out the following guidance per Governor Newsom’s order from 6/18/2020.

On June 18, 2020, Gavin Newsom and the California Department of Public Health provided the following Guidance for all Californians. Below are the main situations where people must wear face coverings and those people who are exempt from the Guidance. If you have any questions on how to implement these changes within your workplace please give us a call. People in California must wear face coverings when they are in following situations: Inside of, or in line to enter, any [...]

By |2020-06-19T11:08:23-07:00June 19, 2020|Business, Estate Planning, General, Labor and Employment|

Estate Planning for Special Needs

A sound, up-to-date estate plan is important for virtually every adult, but it is absolutely essential if you have loved ones with special needs.  Chances are, there is or will be someone in your family who will need long-term help managing finances and/or personal care.  Many individuals with special needs will be financially dependent on others for their entire lives.  That could be as long as 70 years for a child whose life expectancy is not affected by the condition [...]

By |2019-01-22T00:19:57-08:00December 28, 2018|Estate Planning|

23-Year Old Beneficiary Designation Defeats Recent Will

Your ex-wife or ex-husband can inherit your life insurance proceeds if you fail to update your beneficiary designation prior to death – even if your Will explicitly states that you do not want your ex-spouse to inherit anything from you in any way, shape, or form after you die.  How can this be?  Shouldn’t your express written desire to cut off your ex-spouse from your estate be honored? While this end result may offend your common sense, distribution of life [...]

By |2018-08-09T18:35:11-07:00July 13, 2018|Estate Planning|

The Tax Cuts and Jobs Act and Your Business

If you’re like me, you spent the last month scouring the Internet for information on the Tax Cuts and Jobs Act, but only as it is relevant to you and your business.  Let’s be honest – when new tax laws come around, your first thought is: “how does this affect me?” If you’re like me, you discovered an ever-growing mountain of articles, charts, and thoughts on the new Act.  Like Goldilocks, I found most to be problematic: some were too [...]

By |2018-04-09T22:03:48-07:00January 26, 2018|Estate Planning|

Estate Planning for Blended Families

As we head into the busy holiday season when we focus on our families and loved ones, take a step back to consider this: do you have everything in place to ensure that your loved ones are cared for in your sudden absence?  Planning in advance for incapacity and death is crucial for everyone, but especially for blended families where the concept of “yours, mine and ours” may not be as clear. For those who are divorced or widowed and [...]

By |2017-11-15T22:24:26-08:00November 3, 2017|Estate Planning|

No Day But Today

By: S. Susan King“I don’t need estate planning because I don’t have a lot of assets.” “I’ve been meaning to make an estate plan but just haven’t gotten around to it.” “I don’t want to think about my health care decisions right now.” These are the three most common reasons that I hear from people who do not yet have an estate plan.  I relate to each response because I have used them myself to delay making an estate plan [...]

By |2016-06-17T16:47:00-07:00June 17, 2016|Estate Planning|