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  • Home
  • About
    • Testimonials
  • Practice Area
    • Estate Planning
    • Special Needs Planning
    • Trust Administration
    • Limited Conservatorship
    • Probate
  • Areas We Serve
    • Inland Empire Estate Planning
    • Palm Springs Coachella Valley Estate Planning
    • Mammoth Lakes Eastern Sierras Estate Planning
  • Trusts and Estate Planning Blog
  • Client Portal
  • Contact
  • More…
    • Videos/Media
    • Community Events
    • Virtual Tour
    • Monthly Seminars

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  • Should Children Be Given an Equal Share in Your Estate Plan?

    Should Children Be Given an Equal Share in Your Estate Plan?

    June 16, 2020July 1, 2022

    Written by Robert Nickerson Here’s a scenario that a lot of parents of two children will likely debate about; should the distribution of your assets be equal? You might think, “how dare you suggest this concept. Everyone needs to have a fair share”. I understand why you’d think two children should probably have assets split…

    Read More Should Children Be Given an Equal Share in Your Estate Plan?Continue

  • Maintaining Control in an Uncertain Environment

    Maintaining Control in an Uncertain Environment

    June 1, 2020July 1, 2022

    Trusts are one of the best vehicles to provide flexibility. The political and tax uncertainty as a result of the November elections, combined with the current health pandemic and economic uncertainty, all require flexible modern estate planning more than ever. Thus, many people are updating their estate plans and using trusts, which in turn will allow…

    Read More Maintaining Control in an Uncertain EnvironmentContinue

  • Who Should I pick for my Healthcare Directive?

    Who Should I pick for my Healthcare Directive?

    May 4, 2020July 1, 2022

    Written by Robert T. Nickerson There’s no doubt that the coronavirus is going to put a lot of things into perspective. Not only about the stores, economy and the job market, but primarily your well-being. This is when I would ask you about your estate plan. A lot of people will admit that they either…

    Read More Who Should I pick for my Healthcare Directive?Continue

  • What to do and Not to do With Estate Plans

    What to do and Not to do With Estate Plans

    April 23, 2020July 1, 2022

    Do you already have your estate plan created? Well good for you! You’ve taken an important step to ensure a calm mindset for the rest of your family when something should happen or the inevitability of your death. If you haven’t, then I can tell you that it’s never too late to make preparations. But…

    Read More What to do and Not to do With Estate PlansContinue

  • What “The Tiger King” highlights about bad Wills and Estate Plans

    What “The Tiger King” highlights about bad Wills and Estate Plans

    April 7, 2020July 1, 2022

    One of the biggest things that everyone is talking about is the new Netflix documentary series, The Tiger King. I obviously won’t go into all the details of it, as it’s simply better to see it for yourself. But the short version is that the focus is on two individuals; Joe Exotic, a big cat breeder…

    Read More What “The Tiger King” highlights about bad Wills and Estate PlansContinue

  • 4 Things You Should Think About During an Outbreak…or any situation

    4 Things You Should Think About During an Outbreak…or any situation

    March 31, 2020July 1, 2022

    Written by Robert T. Nickerson Things can happen during the COVID-19 outbreak. But things can also happen anytime. Were in a time of uncertainty where people aren’t sure whats going to happen in the next months or years. I can promise you that we’ll return to a state of normality sooner then you think. Though even with…

    Read More 4 Things You Should Think About During an Outbreak…or any situationContinue

  • COVID-19 and Cleaning your Estate Plan

    COVID-19 and Cleaning your Estate Plan

    March 18, 2020July 1, 2022

    Written by Robert T. Nickerson This is certainly a trying time. The COVID-19 has not only set off a lot of health, financial, economic, and child issues, but it has also set in social distasting as the new normal. The sudden change in life is going to understandably cause a lot of confusion, fear and…

    Read More COVID-19 and Cleaning your Estate PlanContinue

  • In-Kind Support and Maintenance – A Trap for the Unwary

    In-Kind Support and Maintenance – A Trap for the Unwary

    March 5, 2020July 1, 2022

    Written by Leonard Anderson Esq.​Supplemental Security Income (SSI) is a means-based federal program that provides money to individuals who have little or no income and who are aged, blind, or disabled, to meet their basic needs for food and shelter. Under the Social Security Administration’s (SSA) regulations, assistance an SSI recipient (“recipient”) receives in the…

    Read More In-Kind Support and Maintenance – A Trap for the UnwaryContinue

  • Estate Planning for the Family Vacation Home

    Estate Planning for the Family Vacation Home

    January 28, 2020July 1, 2022

    Written by Robert T. Nickerson You looking to go the lake house and fish? Go to the beach and just tan? Go snowboarding at the mountain cabin? When you make that purchase, you want this to be a present for the family. You see this as something your children and children’s children can use, play…

    Read More Estate Planning for the Family Vacation HomeContinue

  • 75th Anniversary of The Battle of the Bulge

    75th Anniversary of The Battle of the Bulge

    December 16, 2019July 1, 2022

    Today marks the 75th anniversary of the Battle of the Bulge of World War II. Though the campaign lasted through January, this was a major turning point for the war as it was the last offensive strike from Nazi Germany. A combination of factors led 6 Allies to stop the maneuver and begin the counter to…

    Read More 75th Anniversary of The Battle of the BulgeContinue

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