Eric A. Rudolph

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So far Eric A. Rudolph has created 57 blog entries.
2018 03/25

Irrevocable Trusts Vs. Revocable Trusts

2018-04-12T09:39:59+00:00 March 25th, 2018|Blog, Estate Planning|

Irrevocable Trust Vs. Revocable Trust - What is the Difference? There are two types of living trusts: Revocable Trusts and Irrevocable Trusts.Revocable Trust A revocable trust, by its nature, offers a lot of flexibility. The trustor (the person who creates the trust) keeps control of the assets, and has the ability to revoke or amend the trust at any time during his or her lifetime and while they have legal capacity.  The trustor still owns and controls the property in the trust and when the [...]

2017 06/30

LGBT Estate Planning

2017-07-06T09:26:49+00:00 June 30th, 2017|Blog, Estate Planning, LGBT Estate Planning|

Estate Planning for the LGBT Community Are you or someone you love a member of the Lesbian, Gay, Bisexual and Transgender (LGBT) Community? Does your LGBT loved one or you, as a member of the LGBT Community, have an estate plan? One of the biggest mistakes a member of the LGBT Community can make is failing to properly set up an estate plan – the results of which can be devastating. If you do not have an estate plan and rely upon just holding property [...]

2017 04/19

Protect Your Loved Ones with a Revocable Living Trust

2018-05-12T10:48:01+00:00 April 19th, 2017|Blog, Estate Administration, Estate Planning, Resources|

Back in 2014 I met with Sam Jones (name changed to protect client’s confidentiality) at a local senior center where I volunteer once a month.  Sam’s wife recently passed away and Sam was concerned about what would happen to his assets after he passed away.  Sam has four children, Sally, Sandy, Scott, and Sam Jr.  Sam’s biggest concern was that when he passed away the family home that he and his wife had worked so hard to pay off would have to go through [...]

2017 04/10

Pet Trusts in California

2017-05-02T14:36:57+00:00 April 10th, 2017|Blog, Estate Administration, Estate Planning|

Pet Estate Planning Do you love your pet? Do you consider your pet to be part of your family? Are you concerned about what will happen to Fluffy or Fido if anything happens to you? If your answer to any of these questions is "yes," please read this blog and learn more about how you can create a pet trust to insure that the people you want will care for your pet when you can no longer do so. What is a pet trust? [...]

2017 01/16

New Law Provides Protection From A Medi-Cal Estate Claim

2018-01-10T16:21:15+00:00 January 16th, 2017|Blog, Estate Administration, Estate Planning, LGBT Estate Planning, Resources|

Limits to Medi-Cal Estate Recovery Starting January 1, 2017 Prior to December 31, 2016, it was the law that if you received Medi-Cal benefits, Medi-Cal could file a claim against your assets after you passed away.  In order to avoid a Medi-Cal claim (in most situations), the Medi-Cal recipient had to die with no assets in their name or their estate. On January 1, 2017, the Medi-Cal recovery laws changed, now allowing you to protect your assets from a Medi-Cal claim by placing your [...]

2016 07/29

California Estate Plans

2016-11-05T19:46:16+00:00 July 29th, 2016|Blog, Estate Planning, Resources|

Have you established your California estate plan? Have you updated your existing California estate plan? All individuals, couples and families are distinct and their estate plans require special attention.  Many of my clients tell me the hardest part of creating an estate plan is just getting started.  In an effort to simplify the process, we have put together this to-do list of basic California estate planning documents you can use to get started.  Having these documents in place is important so you can be sure your [...]

2016 07/25

Estate Planning for Same Sex Couples

2016-11-05T19:46:16+00:00 July 25th, 2016|Blog, Estate Planning, LGBT Estate Planning, Videos|

Learn more about Estate Planning for Same Sex Couple and why it is important to have an estate plan in place. Proper estate planning by same sex couples will ensure their assets will go to whom they want, their estate will be managed by who they want, and in the event they are incapacitated, their medical decision and financial matters will be handled by the person they want.  It is very important that every member of the LGBT Community, whether Registered Domestic Partners or not, [...]

2015 12/31

Estate Planning in the New Year

2016-11-05T19:46:16+00:00 December 31st, 2015|Blog, Estate Planning, Resources|

The beginning of the New Year is a great time to take a look at your life, your family and your assets and make sure you have done everything you can to plan your estate, prepare for incapacity and protect your hard earned money and property. The best way to do this is through proper estate planning. Whether you are single, married or partnered, you should make it your New Year’s resolution to establish an estate plan or update your existing estate plan so you [...]

2015 10/30

Estate Planning for Same Sex Unmarried Couples

2016-11-05T19:46:17+00:00 October 30th, 2015|Blog, Estate Planning, LGBT Estate Planning|

Are you in an same sex relationship?  Have you and your same sex unmarried partner created a Will, talked to an estate planning attorney, or even given estate planning a second thought?  If not, you need to consider doing so, not only to protect your partner, but to protect yourself as well. Each state provides you with a default estate plan if you fail to plan your own estate. This estate plan comes in the form of intestate succession laws – a set of basic, [...]

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