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Jan 29
2 min

A Tale of Two Sisters

As an estate planner, I have many cautionary tales illustrating the unintended and sometimes heartbreaking consequences of not planning...

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Kevin Cleveland

Jun 19, 2020
2 min

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...

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Kevin Cleveland

Dec 28, 2018
4 min

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...

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23-Year Old Beneficiary Designation Defeats Recent Will

Kevin Cleveland

Jul 13, 2018
2 min

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 –...

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The Tax Cuts and Jobs Act and Your Business

Kevin Cleveland

Jan 26, 2018
2 min

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...

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Kevin Cleveland

Nov 3, 2017
2 min

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...

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Kevin Cleveland

Jun 17, 2016
3 min

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...

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Kevin Cleveland and Hannah Moon

Mar 26
2 min

Temporary COBRA Premium Subsidy and Payroll Tax Credit

In addition to tax credits for voluntary FFCRA compliance, which we discussed in our earlier article (HERE), the American Rescue Plan Act...

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Kevin Cleveland

Mar 24
1 min

Supplemental COVID Sick Leave Update

In follow-up to our last post on CA Supplemental COVID Sick Leave (SEE HERE), this is a reminder that such leave is mandatory for all...

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