6 Common Estate Planning Mistakes
6 Common Estate Planning Mistakes Estate planning can be one of the most daunting and unpleasant tasks for an individual. No one really likes to…
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The HJTA Responds to Prop 19 with an Initiative to Repeal the Death Tax
Many Californians are already feeling the effects of newly passed Proposition 19, also entitled the “Home Protection for Seniors, Severely Disabled, Families, and Victims of…
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Drastic Updates to California’s End of Life Option Act
California is one of only five states in the United States that offers medical aid in dying to the critically ill who qualify. The End…
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Why Millennials Are Writing Wills More Than Ever Before
Over the years, Millennials have brandished headlines for a multitude of reasons—whether it’s claims they are technically savvy or that they have an affinity for…
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New VA Budget Plan Helps Address Veteran Issues
According to a recent American Community Survey from the U.S. Census Bureau, more than 19 million Veterans live in the United States. For Veterans, some…
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The Use of IRA Inheritance Trusts in a Post SECURE Act Environment
Wealth management experts encourage people to put money aside for retirement. This works, as it allows you to take advantage of tax-deferred growth if you…
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Organizing and Storing Important Documents for Safekeeping
Acknowledging how tenuous any individual’s grip on life can be, it is crucial to be ready to transfer relevant personal documentation to your executor, and…
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Reimbursement of Funeral Expenses due to COVID-19 Deaths
If you had a loved one die from COVID-19, you may be eligible for the reimbursement of their funeral expenses. The Federal Emergency Management Agency (FEMA)…
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What is the difference between Medicare and Medi-Cal?
Medicare and Medi-Cal are two different government programs for healthcare. It is important to understand the difference between them. Here, we will discuss how the…
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When Might a Beneficiary Not End Up Benefitting?
EVOLVING CASE LAW IN CALIFORNIA IS OPENING UP A NEW FRONTIER IN ALLOWING AN ESTATE PLAN’S TERMS TO “TRUMP” A BENEFICIARY DESIGNATION ON A NON-PROBATE…
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