Leslie Yarnes Sugai and Sheri Sudweeks were recently interviewed for a local real estate television program, Kapowich on Real Estate. In this episode, which is the first of a two part series, they discuss estate and incapacity planning issues. Topics covered include: The documents that constitute an estate plan. Trusts, Wills, Advance Health Care Directives, and…
We get a lot of questions about how long and where clients should retain records. We recommend that clients keep their original trusts and wills in a safe deposit box for their lifetime. We recommend that they keep the originals of their Advance Health Care Directives and Powers of Attorney for Finances in a safe…
The State of California has developed a non-profit website to help consumers navigate the overwhelming and costly issue of long-term care. They offer planning tools, brochures, calculations, and information on long term care insurance policies. As two out of three Californians are projected to need long-term care this information can help you make sure that…
