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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Top 11 Reasons Everyone Needs a Comprehensive Durable Power of Attorney for Finances

The benefits of a highly detailed, comprehensive durable power of attorney for finances are numerous. Unfortunately, many powers of attorney are more general in nature…
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IRS Issues New Rules for ABLE Accounts

ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014 and can be an excellent resource for individuals with disabilities. Let’s…
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Youth Must be Served

Our children tend to think they’re invincible, and that they’ve got it all figured out – particularly once they hit 18, right? While that milestone…
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Proposition 19 and its Dramatic Changes to the Property Tax Reassessment Landscape

This year California voters surprisingly passed Proposition 19 entitled the “Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act.” …
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One Size Doesn’t Fit All

When we’re out discussing estate planning with folks, one of the most commonly posed questions is: “How do I know if I need a Trust?”…
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The Secure Act and its Estate Planning Implications

For beneficiaries of an IRA inheritance, the SECURE Act (Setting Every Community Up for Retirement Enhancement) can significantly impact the amount of time they have…
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Considering Co-Successor Trustees? Consider This…

When we’re discussing estate planning with folks, one question almost invariably comes up. Can I designate more than one person as my successor trustee? It’s…
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To A/B, or Not To A/B, That Is The Question

Many revocable living trusts for married couples established prior to 2009 contain mandatory provisions to divide the trust into two or more sub-trusts upon the…
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