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 ... 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 ... 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. ... 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 ... Read More
How Turning 18 Means It is Time for an Estate Plan
In most states, when your child turns 18, it might be hard to imagine that little child who once needed you for everything has ... Read More
Estate Planning Checklist: 5 Ways to Prepare
Nobody wants to think about becoming sick or passing away. However, accidents can happen to anyone at any time. Life can be unexpected. Unfortunately, ... Read More
Estate Planning in Decline: New Data Shows a Concerning Trend
According to Caring.com’s 2025 Wills Survey, the number of Americans with a Will continues to decline. In 2025, only 24% of adults reported having a ... Read More
