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A Tale of Two Sisters
As an estate planner, I have many cautionary tales illustrating the unintended and sometimes heartbreaking consequences of not planning...
S. Susan King
Jan 29, 20212 min read
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The 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 Cleveland
Jun 19, 20202 min read
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Estate Planning for Special Needs
A sound, up-to-date estate plan is important for virtually every adult, but it is absolutely essential if you have loved ones with...
Kevin Cleveland
Dec 28, 20184 min read
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23-Year Old Beneficiary Designation Defeats Recent Will
Your ex-wife or ex-husband can inherit your life insurance proceeds if you fail to update your beneficiary designation prior to death –...
Kevin Cleveland
Jul 13, 20182 min read
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The Tax Cuts and Jobs Act and Your Business
If 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 Cleveland
Jan 26, 20182 min read
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Estate Planning for Blended Families
As 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 Cleveland
Nov 3, 20172 min read
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No Day But Today
By: 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
Jun 17, 20163 min read
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Significant Change to Unionization
As a warning to all employers, a recent decision by the National Labor Relations Board has changed what an employer must do if presented...
Kevin Cleveland
Nov 7, 20232 min read
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California's New Employment Bills: What You Need to Know
As is becoming all too common, the end of the legislative year has resulted in a significant number of new laws being passed which affect...
Kevin Cleveland and Sydney Davenport
Nov 3, 20235 min read
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