by Jane M. McNamara | Aug 29, 2024 | With Your Family in Mind
Is It Time to Update Your Estate Plan? – The McNamara Law Firm Estate planning is not a one-time task, but rather an ongoing process that should evolve with your life. Creating your legal documents is a significant step, and updates are expected as you grow...
by Jane M. McNamara | Jul 22, 2024 | With Your Family in Mind
Top Tips from an Estate Planning Lawyer – McNamara Law Firm Please consider my “top tips” – your family will thank you later. • Have your estate planning documents well organized in a binder with tabs separating the different documents. If you have trust...
by Jane M. McNamara | Jun 26, 2024 | With Your Family in Mind
Too Busy / Too Late – The McNamara Law Firm A very nice woman (“Betty”) had an appointment with me recently. Her dear friend had passed, and Betty was named as the trustee of her friend’s trust. Betty was sole beneficiary, and her friend’s assets, including the...
by Jane M. McNamara | May 31, 2024 | With Your Family in Mind
The Importance of a Durable Power of Attorney – The McNamara Law Firm In California, a Durable Power of Attorney (DPOA) is an important legal document that allows someone else to make decisions and manage your affairs if you become unable to do so. Here’s what...
by Jane M. McNamara | Apr 24, 2024 | With Your Family in Mind
SSI and SSDI in California Similar Names but Very Different – The McNamara Law Firm I often discuss the benefits of Special Needs Trusts with clients who have a disabled child. The disabled child usually receives “needs based” government benefits based on their...
