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Estate Planning: Can a family member attend an estate lanning meeting or pay for someone else’s estate plan?

One of the most common questions I receive is whether an adult child, sibling, friend or other trusted person may attend an estate planning meeting or pay for a loved one's estate plan. The answer is yes, but only with appropriate safeguards. Under California law, an...
Mountain Musings with Uncle Mott: Saint Patrick’s Day

Mountain Musings with Uncle Mott: Saint Patrick’s Day

With this year’s annual St. Patrick’s Day just past, I reckon everyone was whipping out their colorful bangles and beads from Mardi Gras all over again. Doesn’t matter that St. Patty’s Day is over, there’s plenty more holidays where they came from. Also, like...

Mountain Musings with Uncle Mott: California Bloodlines

Mountain Musings with Uncle Mott: California Bloodlines

It’s time once again to reveal my all-time favorite songs. After careful consideration, I have chosen the following songs as my all-time favorites: #1 California Bloodlines by John Stewart – Country rock from the singer/songwriter who wrote “Daydream Believer” for The...

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