Nancy Rose Law

05/08/2023

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!

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

08/14/2020

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.

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...

05/02/2020

Fun take on protecting children in blended families!

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.

09/04/2019

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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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...

05/13/2019

Just learned about this fabulous document!

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...

04/12/2019

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

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...

11/29/2018

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.

07/16/2018

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

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

05/01/2018

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.

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....

01/11/2018

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.

12/29/2017

How to dispose of a lifetime of memories and keepsakes? These days, it pays to ask a professional, not your heirs.