Open/Close Menu Estate Planning, Probate, Tax Law in Covina and Temple City, CA

Our firm is having a food drive through May 31! To participate, please dropped off canned food to one of our offices or you may participate by clicking this link

It’s that time of year…tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax forms. Most of us do not think of the tax obligations relating to trusts—but many of us should. Many of my clients are surviving widows…

A recent report from the Alzheimer’s Association states that one in nine Americans age 65 or older currently have Alzheimer’s. With the baby boomer generation aging and people living longer, that number may nearly triple by 2050. Alzheimer’s, of course, is just one cause of dementia—mini-strokes (TIAs) are also to blame—so the number of those…

A power of attorney allows the principal to delegate authority to the agent, sometimes referred to as the “attorney in-fact,” to act on the principal’s behalf in managing the principal’s financial affairs; however, the principal retains his or her power to perform these same functions. An important component of the power of attorney is “durability,”…

The simple answer is no. Most trusts drafted by estate planning attorneys are amendable and revocable. The main idea behind having a trust drafted is protection. A trust protects your beneficiaries in a two major ways. First, a trust allows you to leave your assets to the people you choose in the manner you desire….

The simple answer is no. Most trusts drafted by estate planning attorneys are amendable and revocable. The main idea behind having a trust drafted is protection. A trust protects your beneficiaries in two major ways. First, a trust allows you to leave your assets to the people you choose in the manner you desire. For…