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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The Benefits of Taking Your Social Security Early If you begin receiving social security benefits earlier, your benefits will not be reduced. -
The Probate Process With or Without a Will It is widely known that probate is a process that begins after the death of a loved one, and it occurs in probate court. -
Ten Organizations Offering Resources for Independent Seniors The aging population of America consists increasingly of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age, accounting for 18 percent of the US population. -
The Estate Planning Process for Blended Families Today's American families commonly have stepchildren, and they are treated as if they were full biological children, even in cases of inheritance. -
How Can I Help If Someone Needs Care Resides With Me? It is becoming increasingly popular to age in place; however, what to do when you notice a loved one is having difficulty living alone is a concern for many of us. -
An Irrevocable Life Insurance Trust: Things to Consider Considering that the federal estate tax exemption allowance appears to be in danger of being lowered, you might want to rethink how you plan to pass wealth to your heirs. -
Medicare Is Terminating More Home Health Care Services Many Americans are getting their Medicare benefits cut as home health providers, including occupational, speech, and physical therapists, social services, as well as skilled nurses are saying: "Your husband (or whomever) is not going to get better, so we will have to discontinue our services as Medicare will not pay for it." -
Protecting Your Assets Requires a Will The number of Americans with a will has increased marginally by only 2.5 percent in the past year, according to a survey by Caring.com. -
When Creating an Estate Plan, Here Are 5 Things to Consider A comprehensive estate plan is essential for all ages, but the need grows stronger as we age. -
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.