Understanding Medi-Cal Asset Protection Trusts (MAPTs): A Simple Guide for California Families
When families start thinking about long-term care, especially nursing home care, one of the biggest fears is losing their home or life savings to the ... Read More
Dramatic Changes Coming to Medi-Cal in 2026
Your Wake-Up Call — Act Now While There’s Still Time If you or someone you love needs long-term care, this may be your moment ... Read More
Should Your Health Savings Account (HSA) Be Included in Your Estate Plan?
When crafting an estate plan, most people focus on major assets like homes, bank accounts, investments, or retirement plans. However, one often-overlooked asset deserves your ... Read More
The Estate-Tax Trap That Can Cost Millions: A Cautionary Tale
A Costly Oversight in Portability Planning Not all estate planning mistakes involve poor investments or forgotten documents, sometimes it’s simply a matter of incomplete paperwork. ... Read More
Big Changes Ahead: Medi-Cal Asset Limits Return in 2026
California’s Governor and Legislature recently approved a budget agreement that will significantly change Medi-Cal eligibility for older adults and people with disabilities. Effective January ... Read More
Why You Should Work with a Certified Specialist for Your Estate Plan
When it comes to estate planning, there are no do-overs. The documents you create today—your Living Trust, Will, Powers of Attorney, and related instruments—will one ... Read More
Leaving More Than Memories: Why Your Frequent Flyer Miles Should Be in Your Estate Plan
In today's travel-centric world, many of us accumulate thousands, or even hundreds of thousands, of airline miles and credit‑card reward points over a lifetime. But ... Read More
Trump-Era Bill Would Lock in $15 Million Estate Tax Exemption — What It Means for Your Estate Plan
The President's bill proposes to raise the federal estate tax exemption to $15 million per individual ($30 million per married couple) and make that change ... Read More
