Is your Power of Attorney more than 10 years old? Mark Breunig 9/5/2019 Having an out of date POA may prevent you from later qualifying for Medi-Cal. Read More
Keep your beneficiary designations up to date Mark Breunig 7/25/2019 Make sure you name contingent beneficiaries just in case your primary benficiary predeceases you. Read More
Why should I choose an Elder Law Attorney? Mark Breunig 7/18/2019 Know the difference between a "regular" attorney and an Elder Law Attorney Read More
What's the difference between a Living Trust and a Revocable Trust? Mark Breunig 6/24/2019 Two titles same meaning Read More
Can I redo my estate plan before my divorce is final? Mark Breunig 6/20/2019 Waiting until a divorce is final to update your estate plan could result in everything going to your spouse. Once you are legally separated get your estate plan documents updated to protect your property rights and gifting wishes. Read More
The Top 10 Misconceptions About Medi-Cal Mark Breunig 5/24/2019 You CAN qualify for long term nursing home costs if you plan correctly. Read More
Should I have a trust if I have a reverse mortgage? Mark Breunig 5/22/2019 A reverse mortgage may not keep your estate out of probate. Read More
If you think you will need long term skilled nursing care Mark Breunig 2/2/2019 The cost of long-term skilled nursing care can devastate a family's resources. Read More
Annual Estate Plan Checkup Mark Breunig 2/2/2019 It's that time of year again. Time to do a quick estate planning check up. Read More
My Parents had a Trust, so why am I in Probate Court? Mark Breunig 10/1/2018 Mom and Dad had a trust, so why am I in probate court? Read More
New Tax Law and Estate Planning Mark Breunig 4/26/2018 Just because you and your spouse aren't worth $22.4 million doesn't mean you don't need an estate plan. Read More
New Tax Law and Estate Planning Mark Breunig 4/26/2018 Just because you and your spouse aren't worth $22.4 million doesn't mean you don't need an estate plan. Read More
How does the new Tax Law affect Estate Planning? Mark Breunig 2/12/2018 Despite the increase in federal inheritance tax exemption, there are still several important reasons to create an estate plan. Read More
Possible Dangers of Transfer on Death Deeds Mark Breunig 3/23/2017 Title insurance companies are increasingly refusing to issue title insurance for TOD transfers Read More
Medi-Cal Planning and Asset Protection Mark Breunig 3/1/2017 Planning now will save your estate from being drained of all assets to pay for skilled nursing care. Read More
Protect your Family’s Estate from Expensive Nursing Home Costs with some Simple Pre-planning Strategies. Mark Breunig 1/26/2017 You don't have to risk losing your home and all your estate to Nursing Home costs. Read More
Reasons why Women need an estate plan Mark Breunig 1/19/2017 Why women need to take an active role in estate planning. Read More
California’s Newest Estate Planning Tool – the TOD Deed Mark Breunig 12/20/2016 A new law in 2016 allows simple transfer of death deeds to avoid probate without a complex estate plan. Read More
But I have a Deed, how can I not have Good Title to my Property? Mark Breunig 12/15/2016 You may have a deed, but if a title insurance company won't insure it, you probably won't be able to sell it. The ominous "Cloud" on title. Read More
Rest in Peace Prince - You should have done a will Mark Breunig 12/15/2016 Over 700 people claim to be heirs of Prince in his probate case. Read More
How Much Money can I Gift Tax Free? Mark Breunig 12/15/2016 There are actually three types of gifts you can make that may effect your taxes. Read More
Who will take care of my kids if I die? Mark Breunig 12/8/2016 First vacation without the kids. Read More
How Much Will I Owe in Estate Tax? Mark Breunig 12/8/2016 Federal Inheritance taxes and how to minimize or avoid them. Read More
Don't worry, let my kids figure out my estate when I'm gone Mark Breunig 11/30/2016 Doing no estate planning is expensive. Read More
Selecting the right trustee for your trust and why it might not be your kids! Mark Breunig 1/27/2016 Consider using licensed fiduciaries to manage your estate when the time comes. Read More
Year end tax planning tips from one of my go to tax firms. Global Administrator 12/10/2015 Tax planning for the year ahead presents similar challenges to last year due to the unknown fate of the numerous tax extenders that expired at the end of 2014. Read More