Medi-Cal, California's Medicaid program, provides no-cost or low-cost health insurance for blind, disabled, pregnant, or... [Read more...]
Basics of Estate Planning: IRAs
IRAs are complex assets to handle in an estate plan. There are tax issues during... [Read more...]
Basics of Estate Planning: Powers of Appointment – Part 2
Trusts can be very flexible instruments. One of the ways to add flexibility is by... [Read more...]
Basics of Estate Planning: Powers of Appointment – Part 1
Trusts can be very flexible. One of the ways to add flexibility is by using... [Read more...]
No Charitable Deduction in 2018?
The tax bills passed by the House and Senate would eliminate deductibility of state income... [Read more...]
Quick Look at the new Tax Law
Congress passed a new tax law just before leaving for the holidays. The new law... [Read more...]
What Questions Should I Ask My Elder Law Attorney?
There are a variety of specialty fields in the area of law. Elder law is... [Read more...]
How Can I Terminate My Living Trust?
For many clients, creating a living trust is a way to avoid the time and... [Read more...]
Updating Your Estate Plan is Important, Especially in 2019
In the past several years there have been some significant fluctuations in estate planning and... [Read more...]
Useful Strategies for Avoiding Conservatorships
Occasionally, families find that they can take care of their loved ones themselves without any... [Read more...]
Using Trusts for Nursing Home Planning
It is a common misconception that any type of living trust can protect your assets... [Read more...]
Estate Planning: Community Property vs. Separate Property
In some states, including California, property that was acquired during the marriage is generally considered... [Read more...]
