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  • Home
  • Attorney
  • Practice Areas
    • Estate Planning
    • Elder Law and Medi-Cal
    • Probates
    • VA Planning
    • Special Needs Trust
    • Business Law
    • Trust Administration
  • Elder Law News
  • Client Reviews
  • Blog
  • Resources
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Blog Content

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By Jeffrey Hall
In Blog Content
Posted September 28, 2021

Is a delayed inheritance really an enhanced inheritance?

Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after [...]

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By Jeffrey Hall
In Blog Content
Posted September 21, 2021

Informal Probate Can’t Be As Bad As Formal Probate, Right?

The loss of a loved one comes with many unexpected challenges. Losing a beloved relative or friend can be overwhelming, and the process of handling their affairs in the wake of such a loss only [...]

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By Jeffrey Hall
In Blog Content
Posted September 14, 2021

Important Things Your Agent Under a Medical Power of Attorney Needs to Know

Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become unconscious after an accident, needing someone to stand [...]

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By Jeffrey Hall
In Blog Content
Posted September 7, 2021

Important Estate Planning Considerations for LGBTQ Couples

Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a [...]

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By Jeffrey Hall
In Blog Content
Posted August 31, 2021

Importance of Properly Revoking Powers of Attorney

It is very important to regularly review and update all of your estate planning documents. However, your financial power of attorney is one document that should be reexamined more frequently than [...]

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By Jeffrey Hall
In Blog Content
Posted August 24, 2021

How to Protect Your Great Ideas or Works for Your Family

Your money, home, and vehicles are not the only things you should include in your estate plan. Your intellectual property and any income it generates should also be addressed. You do not have to [...]

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By Jeffrey Hall
In Blog Content
Posted August 17, 2021

How to Protect Your Family When You and Your Spouse Work in the Same Business

You and your spouse live together, you work together, and chances are you spend a lot of your free time together. Having a successful marriage and business takes a lot of hard work and dedication [...]

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By Jeffrey Hall
In Blog Content
Posted August 10, 2021

How to Own Your Real Estate

Real estate is more than just your primary residence. It can include other real estate such as a vacation home or a rental property. Depending upon the type of real estate you own, the ideal form [...]

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By Jeffrey Hall
In Blog Content
Posted August 3, 2021

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only pay if you don’t plan.” Now, portability of the federal estate tax exclusion [...]

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By Jeffrey Hall
In Blog Content
Posted July 27, 2021

How to Manage Your Basis “Step Up”

If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step up” in basis is the adjustment of the value of an [...]

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