Maximizing Your Child’s Future: The Benefits of a CalABLE Account

Maximizing Your Child’s Future: The Benefits of a CalABLE Account

Written by Robert Nickerson With the many parents I meet with, I get asked a lot about their special needs child and their financial situation. They want to be able to provide funds without it risking their eligibility for disability (state or federal) or Medicaid. This also applies if their child (or any loved one…

Key V. Tyler: Lessons in Family Harmony and Estate Planning

Key V. Tyler: Lessons in Family Harmony and Estate Planning

One common question we hear when discussing probate litigation is, “How can I ensure my family doesn’t fight over my property after I’m gone?” The truth is, it’s challenging to guarantee complete harmony. However, careful planning can help minimize conflicts. Imagine you’re a fantastic estate planner, creating strong legal documents that make it clear who…

Dominic and Ed’s Law Provides Loan Relief to Parents of Children with Disabilieties

Dominic and Ed’s Law Provides Loan Relief to Parents of Children with Disabilieties

Legislation soon to be introduced by United States Representative Seth Magaziner (Rhode Island), Domenic and Ed’s Law, would change Section 437(d) of the Higher Education Act to clarify that parents who took out student loans for their child can get those loans forgiven if their child becomes totally and permanently disabled. Under current law, the…

When “I Got You Babe” Needs a Will: Estate Planning and Sonny & Cher

When “I Got You Babe” Needs a Will: Estate Planning and Sonny & Cher

The 1970s were a golden era for variety shows, a TV genre that combined music, comedy, and celebrity guests into weekly entertainment. One of the most beloved was The Sonny & Cher Comedy Hour, starring the dynamic duo Sonny Bono and Cher. Sonny (Salvatore Bono) and Cher (Cherilyn Sarkisian) met in 1962, quickly forming a…

Upcoming Summer Event on June 29th

Upcoming Summer Event on June 29th

Join us for a summer full of music, art, and nature! We’re thrilled to be co-presenting the Santa Rosa Plateau Art Show as part of the “Live! @ the Plateau” 2024 Summer Concerts and Art Show series! Opening Night: June 29Time: 5:00 PM – 8:00 PMLocation: Santa Rosa Plateau Ecological Reserve, 39400 Clinton Keith Rd., Murrieta, CA…

Don’t Lose Your Digital Life: Easy Steps to Protect Your iPhone’s Data

Don’t Lose Your Digital Life: Easy Steps to Protect Your iPhone’s Data

Alright, friends, let’s dive into something we might not love thinking about, but hey, it’s super important: what happens to all your digital goodies when you kick the bucket? Yep, I’m talking about those precious photos, witty notes, top-secret documents, and all those must-have files, contacts, and calendar events stashed on your phone. Chances are,…

Was Howard Hughes a “Spruce Goose”? How Having No Will Made Him a Headache

Was Howard Hughes a “Spruce Goose”? How Having No Will Made Him a Headache

Howard Hughes was a man of many talents and even more wealth. As an aviator, filmmaker, and business tycoon, he amassed a fortune that was the envy of many. Yet, when he passed away on April 5, 1976, he left behind a legacy tarnished by legal battles and confusion. The reason? Hughes died without a…

Estate Planning and Charitable Giving: A Case Study From Dan Snyder’s Estate

Estate Planning and Charitable Giving: A Case Study From Dan Snyder’s Estate

Earlier this week, the estate that once belonged to Dan Snyder, the former owner of Washington’s NFL team, went back on the market. Surprisingly, it was listed for the same price, $34.9 million, as it had been last year when it failed to sell. Snyder and his wife initially listed the five-bedroom French chateau-style house…