S. Susan KingJan 29, 20212 minA Tale of Two SistersAs an estate planner, I have many cautionary tales illustrating the unintended and sometimes heartbreaking consequences of not planning...
Kevin ClevelandJun 19, 20202 minThe California Department of Public Health has put out the following guidance per Governor Newsom’s On June 18, 2020, Gavin Newsom and the California Department of Public Health provided the following Guidance for all Californians. Below...
Kevin ClevelandDec 28, 20184 minEstate Planning for Special NeedsA sound, up-to-date estate plan is important for virtually every adult, but it is absolutely essential if you have loved ones with...
Kevin ClevelandJul 13, 20182 min23-Year Old Beneficiary Designation Defeats Recent WillYour ex-wife or ex-husband can inherit your life insurance proceeds if you fail to update your beneficiary designation prior to death –...
Kevin ClevelandJan 26, 20182 minThe Tax Cuts and Jobs Act and Your BusinessIf you’re like me, you spent the last month scouring the Internet for information on the Tax Cuts and Jobs Act, but only as it is...
Kevin ClevelandNov 3, 20172 minEstate Planning for Blended FamiliesAs we head into the busy holiday season when we focus on our families and loved ones, take a step back to consider this: do you have...
Kevin ClevelandJun 17, 20163 minNo Day But TodayBy: S. Susan King “I don’t need estate planning because I don’t have a lot of assets.” “I’ve been meaning to make an estate plan but...
Kevin Cleveland and Hannah Moon5 days ago3 minUpdated "Close Contact" Definition as It Relates to COVID-19 ETSWe wanted to pass along the following message from the California Chamber of Commerce and make sure that you were all aware of the fact...
Kevin Cleveland and Hannah MoonJun 163 minIMPORTANT! SCOTUS Holds Individual PAGA Waivers in Arbitration Agreements EnforceableOn June 15, 2022, the Supreme Court of the United States (SCOTUS) published an opinion in Viking River Cruises, Inc. v. Moriana which...