In Part 1, we provided an overview of the Medi-Cal Long Term Care program and... [Read more...]
Estate Planning is for You, Not Just Your Parents or Grandparents
If you’re young and unmarried, do you really need an estate plan? The answer is... [Read more...]
Planning for the Client Moving Overseas
In this increasingly mobile world, clients often spend periods of time living in other countries,... [Read more...]
Will My Spouse Suffer If I Need to Qualify for Medi-Cal?
As a senior, there is a very good chance that you, or your spouse, will... [Read more...]
Estate Planning for Same-Sex Couples
Same-sex couples celebrated a historic victory recently with the legalization of same-sex marriages throughout the... [Read more...]
Planning to Avoid Too Much SALT
The new tax law brought a cap of $10,000 on federal deduction for state and... [Read more...]
Seniors Fear Waiting Too Long to Move to Assisted Living
Whether you are a senior yourself, or you are the loved one of one, the... [Read more...]
Trusts for Privacy
Trusts have many uses. Perhaps the most important is that they can provide privacy at... [Read more...]
What’s a 529 Plan and What Are the Benefits to Using One?
Would you be interested in a way to save money for education and get tax... [Read more...]
Planning for Lottery Winners, Part 2 of 2
Lottery winners often end up in bankruptcy. Learn how an estate planning attorney can help... [Read more...]
New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
The Veteran’s Administration is beginning asset limits for qualification for the Aid & Attendance benefit.... [Read more...]
Planning for Lottery Winners, Part 1 of 2
A lucky winner recently won $320 million in the lottery. This article by my friend... [Read more...]
