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24 06, 2015

Experts say early dialogue with parents is essential

By Michele Parente | JUNE 22, 2015 In his decades as a San Diego elder care attorney, Stuart Furman helped his clients prepare for the latter stages of life by getting their financial and legal houses in order. But all the estate planning in the world didn’t equip him for his own parents’ failing health and capacity. [...]

9 04, 2015

How Often Should I Update My Estate Plan?

Once you have an estate plan in place, recognize that it is not a static instrument, and that you must update it periodically to reflect any major changes in your life. There are two main ways to reflect changes in your wishes: The first is through a codicil, or an amendment to your will, and [...]

6 04, 2015

What is a Will, and Do I Need One?

A Will is a document that distributes the property you owned during your life to those you wish to benefit on your death.  What a Will consists of in order to be a legally binding document varies from state to state in the United States, and from country to country around the world. In California, [...]