Nancy Rose Law

These days it seems like EVERYONE has questions about finally getting their estate plan done, or their parent's estate, or updating their existing plan.

I'm opening up a full day on my calendar for FREE 20 minute informational phone calls. No legal advice but I can offer information and resources :-) on Friday, May 19!

Grab your spot here and Ask Nancy!

Ask Nancy! - Nancy Rose Bring me your questions! FREE 20 minutes, one-on-one with Nancy Rose*. Know you should have an estate plan but you feel paralyzed? Have a question about your parent's estate? Need to make changes to your trust or will? *No legal advice will be given, but I can supply you with information and

This is a great explanation of why you should think about having a revocable trust. For California homeowners, it's even more important than she indicates due to the value of real property. https://youtu.be/OHhIKPlMPI8

What is a Revocable Trust and Do I Need One? - Professor Mary Radford, ACTEC Fellow http://actec.org "What is a Revocable Trust and Do I Need One?" is critical estate planning information. Mary F. Radford, Professor of Law at Georgia State U...

Fun take on protecting children in blended families!

A Cautionary Fairy-Tale – If Only Cinderella's Father Had An Estate Plan Ah, the tale of Cinderella, a classic childhood favorite. We all know it as the story of an orphan who is mistreated by her Evil Stepmother and, with the help of her Fairy Godmother, wins over the heart of Prince Charming.

Tuesday, September 17 is our next gathering of Women and Money: In Conversation, open to all women, not just clients. This time we are in my conference room so space is limited :-(

I think there's 8 spots left. Open topic this time so bring your questions!

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Women and Money: In Conversation Take control and stop worrying about money! Join us for Women and Money: In Conversation – an informal, relaxed gathering designed to help women take charge of their finances by facing fears and limiting beliefs, addressing money in relationships, and becoming informed. Bring your questions and le...

Just learned about this fabulous document!

Nancy Rose Law on Google WRITING A DEMENTIA-SPECIFIC ADVANCE DIRECTIVE I recommend looking over this directive created specifically for the possibility of declining cognitive health. It helps us address the question "What kind of medical care would I want if I were to develop worsening dementia?" and is very informative abo...

Our next session of Women and Money: In Conversation is May 16. The last one was lively and fun!

Women and Money: In Conversation Take control and stop worrying about money! Join us for Women and Money: In Conversation – an informal, relaxed gathering designed to help women take charge of their finances by facing fears and limiting beliefs, addressing money in relationships, and becoming informed. Bring your questions and le...

I hear this TOO FREQUENTLY:

"We always thought everything would go to the surviving spouse!!"

Married couples with living trusts: PLEASE have your trust reviewed if it's more than 5 years old. Why? Because it's likely that the estate tax avoidance planning that it contains IS NO LONGER NEEDED and will unnecessarily restrict the surviving spouse's use and enjoyment of the decedent's property!

I offer a complimentary consultation and so do many other estate planners. Take the time to address this while you're both alive so you don't have to go to court after one of you dies.

If you or someone you know suspects elder abuse, there are resources in Napa to help.

Financial abuse, self-neglect most prevalent elder abuse cases in Napa County Former state assembly member and Napa County resident Leona Rice is a victim – and survivor – of elder abuse. During the Elder Abuse Awareness Symposium at Napa Valley College

Nancy Rose Law updated their phone number.

Everything you never knew about Advance Healthcare Directives in Dr. Seussian rhymes. Incredibly clever! PS Make sure you have your incapacity planning in place as well as your estate planning.

Dr. Seuss Does Advance Directives: A Tim Boon Poem | ZDoggMD.com Tim Boon, RN is the CEO of Good Shepherd Community Care in Newton, MA. Share this poem with ALL the loved ones. Lyrics, links, and more here: http://zdoggmd....

From The Alliance on Aging in Napa:
Williams Automotive at 238 Soscol Ave. in Napa is doing a purge of all their wheelchairs, 4-wheel walkers, shower chairs, commodes, canes, knee walkers, etc. they have a ton of stuff and want most of it gone by Tuesday. They are closed on the weekend. You can just go by and pick it up today or tomorrow before 4:30 pm. Call Ed at 224-9466 if you want them to hold something for you. They have bariatric stuff, too. And some stuff is new, still in boxes.

Aging Parents With Lots of Stuff, and Children Who Don’t Want It How to dispose of a lifetime of memories and keepsakes? These days, it pays to ask a professional, not your heirs.

I'll be in the office most of next week if you've got year-end questions🙋‍♀️

10 Ways the Tax Overhaul Could Hurt You. Easy-to-read analysis by Debra Jacobs with tips for things you can do before December 31, 2017. http://files.constantcontact.com/d6e94a70101/b0592441-1170-4119-b65f-42cf7283e055.pdf

New idea for spreading loved ones' ashes...I'm going to look into this further.

Better Place Forests | America's First Spreading Forests Create a memorial your family will want to visit. Better Place Forests lets you create tree memorials in beautiful, protected forests.

Personal connection helps ease clients' anxiety about estate planning.

Friends don't let married friends hold property as joint tenants!

California couples who own real estate: find your deed and check how you hold title. Is it ..."as joint tenants"? If so, run, don't walk, to your attorney to get it changed to community property or put it in your living trust if you have one.

You will lose out on a potentially HUGE income tax savings if you hold title as joint tenants.

This just came through my email and it's important advice for parents of 18 year olds+:

http://www.lplegal.com/content/why-your-college-bound-kid-needs-power-attorney

Why Your College-Bound Child Needs a Power of Attorney Levenfeld Pearlstein, LLC

Sometimes it's advisable to talk with your children about what they will inherit...other times, not so much. If you knew you were going to inherit a lot of money, would that affect your ambition?

First Republic: Passing Along an Inheritance? Five Tips for Preparing Your Heirs Talking to your children about their inheritance and preparing them for the responsibility that comes with acquiring family assets is vital to their future.

What motivates people to do their estate plan? Often, it's a big bucket list trip overseas. Anything that gets people started is a good thing...but I recommend a relaxed consultation as the first step!

As an estate planner and a parent educator, I appreciate this article. Check it out:

"You maintain control of the initial messages (your children) receive about entitlement, the family’s values, and the overall purpose of the financial wealth."

Preparing Heirs for Successful Wealth Stewardship Laying the foundation now can pave the way for the next generation.

Napa friends: who is selling ads for choir, etc. programs for the next school year? I'd love to support.

Fun and insightful piece by Nora Ephron on inheriting wealth.

My Life as an Heiress The ecstasy, the agony, and the resignation that accompany a family inheritance.

In 2017, California enacted the Uniform Fiduciary Access to Digital Assets Act (“UFADAA”), which allows people to designate an agent to have access to their digital accounts at death or incapacity.

It can be included in a trust or power of attorney, or can be a standalone document.

Is Your Digital Life Ready for Your Death? How to decide what happens to your Facebook, Google, Twitter accounts and more when you die.

This is an excellent discussion about having your wishes honored and end-of-life care. Advance directives are essential, but so is discussing your wishes with those people you appoint to make decisions.

https://mobile.nytimes.com/2015/03/17/health/the-trouble-with-advance-directives.html

The Trouble With Advance Directives Even a patient’s seemingly specific instructions for care can be less than direct, or unavailable when needed.

Now it's easier to call Nancy Rose Law.

Clients' anxiety about the future is off the charts :-(
I recommend paying attention to the things you can control, and get those ducks in a row. Who will take care of your children if you are unable to? You'll feel better when you take care of your guardianship nominations and incapacity planning.

How to avoid financial disaster during divorce Sometimes "till death do us part" just isn't soon enough.

Deborah Jacobs helps consumers understand estate planning.

Six Things To Do Before You Die Estate Planning Awareness Week is a contrivance by lawyers. But it's also a reminder to take stock of your life and take steps that should be on everyone's list.

Nancy Rose Law updated their website address.