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

In light of the uncertainty caused by the Coronavirus, many people are scrambling to get their affairs in order. In recent weeks, new and existing clients alike have reached out to me to draft new estate planning documents and update older documents. Fortunately, our office has been able to successfully work with clients in finalizing…

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,”…

“Planning is bringing the future into the present so that you can do something about it now.” We plan to go on vacation. We plan to have dinner with friends. But when it comes to planning for how we will be taken care of as we advance in age, many of us prefer not to…