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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Organizing and Storing Important Documents for Safekeeping
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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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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