Estate Planning

S. Susan King

A Tale of Two Sisters

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

Kevin Cleveland

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

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

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

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

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

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 and Hannah Moon

IMPORTANT NEW LAWS: STAY UP TO DATE AND OUT OF TROUBLE

Hi, everyone. This post is a lot, but it’s worth the read. As you know, there are a lot of new laws that have been passed in the last two...

Kevin Cleveland and Hannah Moon

California's Minimum Wage Will Increase for all Employees

California’s minimum wage for ALL employees will be increasing to $15.50/hr on January 1, 2023 as a result of significant inflation....