Legal

When you make your estate plan, you want to assume that the heirs and beneficiaries of your will or trust will accept the terms.  After all, those are your final wishes for distribution of your assets, and they should be respected. However, not all heirs are interested in your wishes, and instead focus on whether […]

Pet lovers making an estate plan often ask how they can provide for the future care of their pet. This is a natural question since a pet can be an important life companion, especially as people get older. If you want to provide for your pet after you are gone, there are ways to handle […]

Married couples will usually make their estate plan together, especially if they hold most assets jointly and have the same goal to provide for their family’s future.  In that case, the surviving spouse would receive the majorityof assets as primary beneficiaryof a will or trust. This make sense especially if there are minor children to […]

Married couples will usually make their estate plan together, especially if they hold most assets jointly and have the same goal to provide for their family’s future. In that case, the surviving spouse would receive the majority of assets as primary beneficiary and act as an executor of a will or co-trustee of a trust. […]

HIPAA (Health Insurance Portability and Accountability Act) is the national privacy law that protects patient confidential information while under medical care and treatment. Typically, a patient’s medical records and information are kept strictly confidential, and any health provider that divulges that information to third parties without permission is subject to penalties. Specific HIPAA Waivers for […]

There are many DIY estate planning tools and forms available for a small fee, and the companies that offer them will let you believe it is simple to draft your own will or trust without an attorney. While that may be true for some well-versed in estate planning and probate law, or those with few […]

Estate planning isn’t all about your Will. You might think that estate planning primarily concerns what happens to your property and money after you die. Yes, those are important considerations, but estate planning also encompasses decisions that will be made while you are still alive. In the event that you are incapacitated due to severe […]

However, if you are thinking about making an estate plan you might not know how life insurance will affect that plan or your choices. It is likely more people have life insurance policies than estate plans, so this is a frequent situation faced by those new to estate planning. Life Insurance Beneficiaries First, all life […]

The goal is to make sure that your estate plan is up to date and reflects the intentions and priorities of both spouses. Then, as your family grows, and asset values increase, you can easily amend it as needed. So, instead of an unpleasant task to be put off, making an estate plan together is […]

For that reason, it is good to know what the justifiable reasons are for involuntary discharge. Those are set out under Federal law and subject to review on patient appeal by an independent agency, so the facility cannot just make the decision arbitrarily on their own. The Six Reasons Justifying Discharge are: For the resident’s […]

Here are the top five reasons that people don’t have an estate plan: Procrastination This is the number one reason, and not too surprising. Making an estate plan is easy to put off (even if you think it is a good idea). Everyone has busy lives and the prospect of assembling all the information and […]

There are a number of ways to participate, and one of the easiest is to include your favorite charity in your estate plan. When you name a charity in your will or trust you can leave a legacy without affecting your current resources, and in some cases, there can be tax advantages. How to Make […]

Have a legal question? The Temecula Law Resource Center (TLRC) may be able to help! TLRC will host a Free Legal Aid Clinic on Wednesday, October 23rd from 10:30 am to 2:30 pm, where volunteer attorneys will provide free 20-minute consultations at the Ronald H. Roberts Temecula Public Library (30600 Pauba Road). Areas of law […]

The importance of this cannot be overstated, and there are well publicized cases where patients linger for years with no AHCD, and family or medical personnel have no ability to make extreme decisions. Because this may be an uncomfortable topic, some families will put it off, but it is really fairly simple for your attorney […]

Immigration laws and policy in the US are in the news almost daily, and with a diverse, multi-cultural population there are many families that have non-US citizen spouses or children. A family member is a non-citizen even if they have a green card and permanent residency, and of course would include those holding non-immigrant visas. […]

As a self-employed individual you are technically a sole proprietor and have similar obligations as any business owner. So, even if you are an Uber driver, freelance consultant or IT specialist, you need to think of yourself as a real, independent business, and not just a service provider. Tax Planning – One of the primary […]

As I am sure you can imagine, all dog bites are shocking to the victim especially if it was unexpected and unprovoked. Further, some dog bites result in serious injuries; and in the worst-case death can result from the most vicious attacks. Also, a dog bite can result in permanent scarring, nerve damage and a […]

The Living Trust – A living trust is a flexible estate planning tool that allows you to manage and distribute your assets and can remain in effect after you die. Here are the basics: A trust contains a current transfer of assets while you are alive, administered by a trustee. You as the grantor of […]

10 Things You Might Do After an Vehicular Collision – The following information while not complete are the top ten suggestions. You may want to keep this information in your wallet or in your car: 1. STOP. Never drive away from the scene of a collision, even a minor one. 2. PROTECT THE SCENE OF […]

by Attorney Morton J. Grabel & Attorney Mark R. Denning While some slip and fall cases can be handled on your own in Small Claims Court, most will require the assistance of an experienced attorney. Slip and fall cases are difficult to win in court, because there is no exact method for proving that a property […]

If you have heard of estate planning but have not taken any steps to create your own plan, you might be one of those who believe in a few common myths. You should not let these myths keep you from creating a will or trust to protect and distribute your assets. Myth #1: Estate planning […]

The structure of a DAF is simple; you set it up with your community foundation or as a charitable trust with a financial adviser, and then decide how you want funds distributed and to which charities. The next step is to make the DAF a beneficiary of a trust in your estate plan, and you […]