Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
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PROP 19 ALERT: Act Now to Preserve Your Home's Low Property Taxes for Your Children Prop 19 effectively ends the parent-child exclusion from property tax reassessment on inheritance of a parent's principal residence after February 15, 2021. -
CARETAKERS: It's Time to Have "The Talk" With Your Sick or Disabled Loved Ones You should begin to have hard conversations with your loved elder ones now to put a solid plan in place in the event of disability or illness. -
How to Leave Money or Property to Minor Children Minor children are required to have someone else manage their inheritance. Parents do not want to leave it up a probate judge to appoint someone. -
How to Divide Up Personal Possessions Without Dividing the Family Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you're gone - have a plan. -
Single? You Still Need an Estate Plan This article explores why estate planning is just as important for single people as it is for couples and families. -
Could Your Senior Loved One Be Ready for Assisted Living? Here's How to Tell This blog post explores some of the behaviors that could indicate your senior loved one is ready for assisted living. -
Learn the Legal and Financial Clues of Diminished Capacity Many of the early clues that a senior is experiencing diminished capacity directly correlate with legal and financial issues. How can we protect a loved elder? -
What to Do as a "Sandwich Generation" Kid if COVID-19 Is Complicating Long-Term Care Plans For Aging Parents Figuring out how to plan ahead for long-term care for an aging parent is usually the greatest burden. It's even more challenging due to the COVID crisis. -
Considerations When Choosing a Legal Guardian Who Could Raise Your Kids Do you have minor children? If so, have you considered choosing a guardian who you want to raise your kids if you (and/or other parent) suddenly passed away? -
Creative Ways To Leave "Intangible Assets" To Your Loved Ones Intangible assets such as personal letters and photo books can be incredibly comforting for loved ones when you are no longer around. -
Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020 Retirement account owners, many of whose retirement balances have been pummeled due to the pandemic, do not have to take mandatory withdrawals this year. -
Estate Planning During a Divorce: Four Key Considerations What happens to your estate plan when you divorce? Here are some key strategies to make sure your wishes are protected during and after the process of divorce.