With Your Family in Mind
Who Should I Trust? Signs of Fraud Against Seniors
According to the FTC, nearly 25 million Americans are victims of consumer fraud each year. Seniors continue to be a rapidly increasing segment of the population targeted by con artists. In fact, financial scams targeting seniors have become so prevalent that they are now considered to be “the...
Would a Retirement Trust Benefit Your Heirs and Protect Your IRA?
In recent years, we have seen a significant increase in the value of our client’s IRA and retirement accounts. It is common to see many IRA’s well over $200,000, and even exceeding $1,000,000. These accounts represent years of saving and smart tax-deferred investing. For many clients, these...
Celebrating the Arts for All
Santa Clarita Encore Chorale, a nonprofit musical arts program for seniors, invites adults 55 and older to join the Fall 2017 semester. Holiday repertoire includes favorites of Christmas and Hanukkah, with styles ranging from Celtic feel to salsa to “12 Groovy Days of Christmas” that brings...
National Leader – Autism Learning Partners Presents Social Skills Groups!
Summer greetings from Autism Learning Partners! Autism Learning Partners strives to give hope, support and paths of progress for children and their families living with Autism and related disorders. It is our mission to provide quality Autism Services across North L.A. Autism Learning...
Speedbumps and Firewalls and Bears, Oh My
Recently, a lady called to inquire about estate planning. She had a house, a rental condo, some money in the bank, a pension, a car and some “stuff”. She also had a lawsuit pending against her, the result of an auto accident. Although her insurer was defending the action, she feared that the...
Appeal of a Family Law Case
Everyone has the right to appeal. Keep in mind that about 98 percent of all cases settle at some point. A small percentage of cases do go to trial, and a percentage of those cases will be appealed. Family law cases are different than civil appeals because in family law trials, there is no jury....
Have College-bound Kids? Now is the time to revisit legal and life insurance needs
If you are the parent of a college-bound student, you may soon face a whole new world of an empty nest, financial aid and questions about doing laundry. What you might not realize, though, is that with this new transition, there are some important considerations you need to keep top of mind,...
New Credit-Scoring Model Trended credit data
When you apply for a mortgage, the decision hinges partly on whether you pay your credit card bills on time. Now some lenders are looking beyond on-time payments. They’re also asking whether you pay off your credit cards every month, or if you carry balances from month to month. What lenders...
Divorce and Your Digital Plan – Do you want to live on digitally forever?
Something not often discussed is how to deal with your digital self when going through or having completed a divorce. During divorce or separation, we always advise our clients to utilize as little social media as possible outside of work sites. The temptation to look and see and then comment...
Medi-Cal Beneficiaries Can Request the Amount of the Estate Recovery Claim
A frequent complaint from clients who have used Medi-Cal for Long Term Care and/or their surviving spouse or children has been the inability to know how much in benefits has been paid on their behalf. This is normally important to the “well” spouse when the “ill” spouse, who was receiving...
Estate Planning: Do You Know Where Your Trust is Tonight?
Periodically (and unfortunately all too often) we get calls from clients: “Do you have our original, signed living trust documents?” “No, I’m sorry.” “Are you sure? “Yes. We make it a practice not to retain clients’ original documents.” “Could you just look in your file, to be sure?” “Gladly....
Appeal of a Family Law Case
Everyone has the right to appeal. Keep in mind that about 98 percent of all cases settle at some point. A small percentage of cases do go to trial, and a percentage of those cases will be appealed. Family law cases are different than civil appeals because in family law trials, there is no...
Summer is Coming – Let’s Get Active!
It’s that time of year when the outdoors beckon! Spending time outside in the summer is good for all ages, but especially beneficial for seniors. It increases vitamin D levels, which helps fight certain conditions such as osteoporosis, cancer, heart attacks and depression. And while the sun...
Foster or Foster-Adopt a Child!
Adoption is a meaningful way for individuals and couples to fulfill their dream of parenting. There are approximately 64,000 children in foster care in California. Los Angeles County’s foster care population exceeds 21,000 children with 500 foster children waiting to be connected to a family...
Charitable Giving: Where Head and Heart Meet
How can a person support organizations that help people in need? Some may choose to give their time and abilities through volunteer service, while still others provide financial support. Charitable giving provides an opportunity to engage both head and heart in making a difference. The...
Home Helpers Serving All of Santa Clarita and Surrounding Areas!
Home Helpers is the nation’s leading franchise specializing in comprehensive home care for seniors, new mothers and individuals needing recuperative and continuing assistance. Home Helpers also offers Direct Link, its proprietary line of 24/7 medical alert systems, including a fall sensor with...
Does A Living Trust Provide Asset Protection?
In my law practice, I get asked this question quite often. And my answer is always no: You do not get any creditor protection from a revocable living trust. This upsets people sometimes because they really want that protection and they have “heard” they can get it with a trust. I believe...
Foster and Adoptive Families Needed
Have you ever thought of becoming a foster parent or wanted to adopt a child in need of permanency? Koinonia Family Services is now serving the Santa Clarita and San Fernando Valleys, and is looking for families who want to provide safe, caring, and nurturing homes for children who are in need...
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