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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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  • Prince Philip and Why End of Life Planning is Important

    Prince Philip and Why End of Life Planning is Important

    April 13, 2021July 1, 2022

    Written by Robert T. Nickerson Within the past week, a lot of the news cycles have covered the reaction to the death of Prince Philip, Queen Elizabeth’s long-time husband who recently passed at the age of 99. Some have felt a loss similar to a family member. Others have celebrated it. But regardless of how…

    Read More Prince Philip and Why End of Life Planning is ImportantContinue

  • Trust Administration in Volatile Markets

    Trust Administration in Volatile Markets

    April 5, 2021July 1, 2022

    We all know what happened on October 24, 1929, just eight days after Professor Fisher’s bullish prediction, when the Wall Street Crash ushered in the Great Depression, ruining the great economist’s reputation. In hindsight, it is easy to spot the irrational exuberance exhibited in the run up to the greatest economic crisis in modern times….

    Read More Trust Administration in Volatile MarketsContinue

  • Child Support Arrears and Estate Recovery

    Child Support Arrears and Estate Recovery

    March 30, 2021July 1, 2022

    Written by Jill Roamer, JD In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child support arrears from the estate of a Medicaid recipient. Here, Betty was the legal guardian of her grandchildren, Emily and Bradley. Their father was under court order to pay child support, with Betty as…

    Read More Child Support Arrears and Estate RecoveryContinue

  • Estate Planning with Cryptocurrency You Own

    Estate Planning with Cryptocurrency You Own

    March 22, 2021July 1, 2022

    Written by Robert T. Nickerson Don’t be afraid to admit that despite hearing about Bitcoin millionaires and Cryptocurrency trailers, you don’t understand a lot about this kind of new market. Digital currencies are an intangible, electronic form of cash that only exists on computers. Compared to physical currencies like dollars and coins that are physical,…

    Read More Estate Planning with Cryptocurrency You OwnContinue

  • SSDI Waiting Period Eliminated for Individuals with ALS

    SSDI Waiting Period Eliminated for Individuals with ALS

    March 16, 2021July 1, 2022

    Written by Jill Roamer J.D. Social Security Disability Insurance (SSDI) is a program that is overseen by the Social Security Administration (SSA). SSDI is funded through payroll taxes, and a recipient is considered “insured” because that individual has a certain amount of work credits to receive benefits. Those work credits are earned by working for…

    Read More SSDI Waiting Period Eliminated for Individuals with ALSContinue

  • 4 Estate Planning Pitfalls Not to Make when Getting Remarried

    4 Estate Planning Pitfalls Not to Make when Getting Remarried

    March 9, 2021July 1, 2022

    Written by Robert T. Nickerson As we get older, relationships can change. Sometimes we lose our loved ones. Sometimes we find someone new and want to be with that person. Sometimes we may even get remarried. In fact, grey divorces, which are divorces that happen to people in their sixties, have been more common in…

    Read More 4 Estate Planning Pitfalls Not to Make when Getting RemarriedContinue

  • Larry King and a “Sudden” Adjustment to his Will

    Larry King and a “Sudden” Adjustment to his Will

    February 23, 2021July 1, 2022

    Written by Robert T. Nickerson Larry King’s wife, who he had been estranged from, has announced that she would be contesting his will.  Both Larry King and his seventh wife, Shawn King, were in the middle of a divorce, as filed back in August 2019. The two were still legally married when Larry died on January…

    Read More Larry King and a “Sudden” Adjustment to his WillContinue

  • Protect Special Needs Children with Benefits

    Protect Special Needs Children with Benefits

    February 15, 2021July 1, 2022

    Written by Robert T. Nickerson Do you have a child or someone in your family with either physical or mental conditions that would label them special needs? Then chances are your going to face a lot of challenges with their well being and care, especially within the financial side. You also might have other people…

    Read More Protect Special Needs Children with BenefitsContinue

  • Millennial’s How-To Guide on Approaching Parents about Estate Plans

    Millennial’s How-To Guide on Approaching Parents about Estate Plans

    January 26, 2021July 1, 2022

    Written by Robert T. Nickerson Gather around kids! It’s time to let you all in on a little secret…your no longer children. In fact, a lot of Millennials are almost about to hit the forty year old mark. This means that mom and dad, who are most likely boomers, will want to have a chat…

    Read More Millennial’s How-To Guide on Approaching Parents about Estate PlansContinue

  • Black Sheep Estate Planning and Myths

    Black Sheep Estate Planning and Myths

    January 12, 2021July 1, 2022

    Written by Robert Nickerson When we get to that point of creating an estate plan, we tend to figure out the collective feeling. What I mean exactly is the overall emotion everyone has about the situation. We might feel happy, sad, or even angry at the person whose estate is being represented. Usually the feeling…

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