The IRS recently announced the 2021 federal estate tax rate exemption, which is $11.7 million for individuals and $23.4 million for married couples. This is increased from $11.58 million and $23.16 million respectively in 2020. Under this new guidance, wealthy Americans will be able to leave up to $23.4 million to their heirs without being […]

Estate planning offers legal protection for families and individuals through all of life’s transitions. Using tools such as wills, trusts, powers of attorney, and healthcare directives, estate planning helps individuals protect their wishes, safeguard their assets, and ensure provision and care for their loved ones following their death or incapacity. What Does My Estate Plan […]

In part one of this series, we provided a general overview of the ways that seniors are preyed upon by scammers and those who would seek to gain control of the elderly person’s finances for their own benefit. However, in order to stop fraud, it’s important to know the specifics. The following post will walk […]

Elder fraud and financial exploitation have become an epidemic. As Bay Area elder law attorneys, we are seeing more than ever before that con artists and family members alike are taking advantage of their elderly relatives, friends, or neighbors. The best defense against elder fraud is having caring friends or family with the senior’s best […]