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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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  • What Prop 19 Means for CA Homeowners and Estate Planning

    What Prop 19 Means for CA Homeowners and Estate Planning

    December 9, 2020July 1, 2022

    Written by Robert Nickerson Within the 2020 election, proposition 19, a constitutional amendment for property tax transfers and exemptions was approved. This is the biggest change to property taxes in California since prop 13 in 1978. For obvious reasons, home owners need to understand the new consequences of it and what it’s going to do…

    Read More What Prop 19 Means for CA Homeowners and Estate PlanningContinue

  • National Alzheimer’s Disease Awareness Month: Planning After a Diagnosis

    National Alzheimer’s Disease Awareness Month: Planning After a Diagnosis

    November 24, 2020July 1, 2022

    November is National Alzheimer’s Disease Awareness Month. Alzheimer’s Disease is a degenerative brain disease caused by brain cell damage. Early symptoms include not being able to remember new information. Cognitive ability continues to decline, and eventually seemingly simple tasks like speaking and walking are troublesome. Every 65 seconds, someone in the United States develops Alzheimer’s Disease….

    Read More National Alzheimer’s Disease Awareness Month: Planning After a DiagnosisContinue

  • Funeral and Burial Arraignments and Will Problems

    Funeral and Burial Arraignments and Will Problems

    November 11, 2020July 1, 2022

    Written by Robert T. Nickerson I hate to bring up another sad issue that’s unfortunately common with families, but it has to do with funerals. I’m not talking about them in general, but rather how the arraignments are planned. Chances are various family members are going to disagree with how a funeral and a burial…

    Read More Funeral and Burial Arraignments and Will ProblemsContinue

  • National Special Needs Law Month:  New Rules for ABLE Accounts

    National Special Needs Law Month:  New Rules for ABLE Accounts

    November 3, 2020July 1, 2022

    By Jill Roamer J.D. With National Special Needs Law Month coming to a close, let’s take a look at recent final regulations issued by the Internal Revenue Service (IRS). The new regulations clarify rules regarding ABLE accounts.​ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014. To be eligible to open an ABLE…

    Read More National Special Needs Law Month:  New Rules for ABLE AccountsContinue

  • Is it Time for an Estate Plan Checkup?

    Is it Time for an Estate Plan Checkup?

    October 27, 2020July 1, 2022

    Written by Robert T. Nickerson How often do your get a checkup? Most people would give you different answer depending on their situation. Some might go for a checkup once a month while others might take years in between visits. For those that take their time, it might seem careless, but they’re probably in a…

    Read More Is it Time for an Estate Plan Checkup?Continue

  • 2020 End of the Year Estate Planning

    2020 End of the Year Estate Planning

    October 22, 2020July 1, 2022

    Written by Robert Nickerson I’m not here to play favorites. 2020 has proven to be a year of strong opinions, especially with the Covid-19 virus. It’s certain that a lot of people are eyeing the soon to be election of the next president. Whether Donald Trump will see another four years or Joe Biden will…

    Read More 2020 End of the Year Estate PlanningContinue

  • 4 Estate Plan Pitfalls for Blended Families

    4 Estate Plan Pitfalls for Blended Families

    October 14, 2020July 1, 2022

    Written by Robert T. Nickerson In my line of work, I’ve seen a lot of remarried people, especially among seniors. It’s only natural that people are going to want a second chance at marriage. Or perhaps a third, or a fourth, or a fifth. The point I’m making is that I get a lot of…

    Read More 4 Estate Plan Pitfalls for Blended FamiliesContinue

  • 4 Unfortunate Estate Planning Myths

    4 Unfortunate Estate Planning Myths

    September 24, 2020July 1, 2022

    ​Written by Robert Nickerson Let’s say your finally considering getting an estate plan created. Congratulations, your taking a big step into creating something that will give your family relief in which a plan is laid out in the worst-case scenario. After all, going through the process may sound like it can be stressful and even…

    Read More 4 Unfortunate Estate Planning MythsContinue

  • Britney Spears under a limited conservatorship

    What We Can Learn from Britney Spears and Her 10 Year Conservatorship

    September 17, 2020July 1, 2022

    Written by Robert T. Nickerson For those that use Instagram, if they follow pop star Britney Spears, they may have noticed that her stories (these are the short videos or pictures that appear for twenty-four hours for the uninformed) have gotten the attention of her fans that have gotten more concerned over her well being….

    Read More What We Can Learn from Britney Spears and Her 10 Year ConservatorshipContinue

  • The Pitfalls of Paying Family Members to Provide Care

    The Pitfalls of Paying Family Members to Provide Care

    September 2, 2020July 1, 2022

    Personal care contracts or caregiver agreements can solve a variety of problems because they allow an elderly or disabled individual the option to remain in their home while allowing funds to be paid out to that caregiver for assistance leading to a penalty-free transfer of assets and reimbursements for care provided. In order for a care…

    Read More The Pitfalls of Paying Family Members to Provide CareContinue

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