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…
Read More »
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…
Read More »
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…
Read More »
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…
Read More »
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…
Read More »
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.” …
Read More »
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?”…
Read More »
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…
Read More »
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…
Read More »
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…
Read More »