Contrary to popular belief, you should not include your burial instructions or other final arrangements... [Read more...]
Make Your Advance Health Care Directive Before It’s Too Late
An advance health care directive is a written document authorized under California law that allows you to take... [Read more...]
Who Will Manage Your Finances If You Become Incapacitated?
If you become incapacitated at any point in your life, who will manage your finances?... [Read more...]
What Happens if You Don’t Make Changes to Your Estate Planning Documents After Divorce
If you don’t make formal changes to your estate planning documents after divorce, you may... [Read more...]
Veterans Benefits: A Primer – Part 7 of 7
In this final installment, we will focus on additional VA benefits planning strategies. One effective... [Read more...]
Veterans Benefit: A Primer – Part 6 of 7
As noted in the previous Part, many person who initially contact our office relating to... [Read more...]
Veterans Benefits: A Primer – Part 5 of 7
Turning to the financial test in VA eligibility planning, there is much confusion in this... [Read more...]
Veterans Benefits: A Primer – Part 4 of 7
In this Part, we will explore the disability test. As previously discussed, if a veteran... [Read more...]
Veterans Benefits: A Primer – Part 3 of 7
To be eligible for the VA "Pension", a veteran applicant must satisfy three basic tests: 1.... [Read more...]
Veterans Benefits: A Primer – Part 2 of 7
In Part 2 of this Primer series, we will take a closer look at the... [Read more...]
Veterans Benefits: A Primer – Part 1 of 7
Our firm regularly assists clients with obtaining benefits available from the Department of Veterans Affairs... [Read more...]
Will California Medi-Cal Cover the Cost of an Assisted Living Facility?
The type and level of assistance a senior may need can vary greatly. Some seniors... [Read more...]
