You might want to think again if you believed Medi-Cal planning meant only meeting strict income and asset limits to qualify for long-term care. Medi-Cal…
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Medi-Cal Eligibility & Nursing Home Care
Estate Planning: Joint Revocable Trusts
Trusts can form an essential part of estate planning. Not only do they provide privacy, but they also set parameters for how and when your…
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Benefits of an Irrevocable Life Insurance Trust
An irrevocable life insurance trust (ILLIT) is an estate planning tool that owns and controls a permanent life insurance policy or policies while the insured…
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How to Avoid Family Disputes and Litigation Over Your Will
Estate plans are created to ensure family members will be provided for after a loved one passes away. Unfortunately, despite the decedent’s best intentions, disputes…
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Controversy in the Determination of Death
When is a person considered officially dead – and who gets to make the final call? These questions are still debatable, according to the Wall…
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New Year’s Resolution: Make or Update Your Estate Plan
It’s the New Year and everyone has begun to make New Year’s resolutions. The origin of making New Year’s resolutions rests with the Babylonians, which…
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Is a Handwritten Will Valid in California?
A handwritten will is also known as a “holographic” will in California. Under California Probate Code Section 6111, holographic wills are considered valid even if…
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Pitfalls of Do-It-Yourself (DIY) Estate Planning
In an age where almost anything can be accomplished online, “do it yourself” estate planning websites have recently increased in popularity. Unfortunately, many people who…
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What Happens If You Die Without a Will?
This question is frequently asked of many estate planning professionals. However, this is not much of a surprise in 2022. The COVID-19 pandemic has increased…
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How to Choose the Right Guardian for Your Children In Case of Death
A parent’s first responsibility is to secure the health and wellness of their children. Still, many parents delay the decision to appoint a legal guardian…
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