Estate Planning

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

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

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

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

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

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