With the divorce rate hovering around 50 percent in the United States, blended families have... [Read more...]
Retirement Planning – 5 Important Steps
The earlier you begin your retirement plan, the more comfortable you will be during your... [Read more...]
Can Medi-Cal Take My House after I Die?
Many seniors qualify for Medi-Cal to help cover the high cost of long-term care (LTC).... [Read more...]
Can Beneficiaries Sell Their Trust Benefits?
Many people choose to use a living trust in addition to, or in lieu of,... [Read more...]
5 Steps in Creating a Trust
Historically, trusts were used almost exclusively by wealthy families to guard and pass down the... [Read more...]
How Does the Medi-Cal Waiting Period Work?
Many seniors enter their retirement years knowing little about Medi-Cal, California’s Medicaid program, because they... [Read more...]
Do I Need a Revocable or Irrevocable Trust?
Trusts have become popular estate planning tools. Trusts come in many forms and can be... [Read more...]
Five Lesser Known Benefits of Good Estate Planning
Everyone knows that an estate plan can ensure your chosen beneficiaries receive the right inheritance. But did... [Read more...]
What’s a Living Will?
If you’re like most people, you’ve heard the term, “living will,” but have some questions... [Read more...]
What Will You Do Without Incapacity Planning?
Incapacity planning is an estate planning need that is often overlooked. Many people assume that... [Read more...]
Don’t Forget Fido and Boots in Your Estate Plan: Pet Planning
People often overlook important estate planning considerations. After taking an inventory of all your assets and... [Read more...]
Why Is Estate Liquidity Important?
For many people, the impetus to create an estate plan comes from the desire to... [Read more...]
