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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What Keeps People From Planning Their Estates? There is not much we own as a family. Can't we wait until we have the money to plan? You shouldn’t. -
Here Are Some Reasons Why You Shouldn’t Add Your Child’s Name to Your Bank Account It can be handy to have another party keep track of bills when you're sick or away, but adding the name of a child to your bank account may be more hassle than benefit. -
Considering Medicaid Eligibility for Long-Term Care In 1965, Medicaid was established to provide healthcare to low-income and asset-poor individuals. -
Protecting Loved Ones in a Nursing Home by Asking the Right Questions In a nursing home, advocating for your loved one is crucial to their well-being. -
What Are the Different Types of Trusts? We often receive this question. You can use the following information to determine whether you need a trust and, if so, what type would work best for you. -
Five Important Legal Documents It is imperative that every American has an estate plan in place if they wish to protect themselves and their loved ones. -
You Can Avoid a Conservatorship With a Durable Power of Attorney The term conservatorship refers to a legal guardianship of an adult. The decision-making and acting on behalf of another can be done by one (or several people). -
Keep Your Estate Plan Up-to-Date to Avoid These Mistakes In the minds of many Americans, estate planning is something that can be accomplished once and then filed away. -
The SSI and SSDI Qualification Process It's very likely that you would be eligible for free health insurance and monthly benefits if you couldn't work due to a severe medical condition. -
Treatment of Alzheimer’s Disease With Aduhelm Medication An estimated 6 million Americans suffer from Alzheimer's Disease (AD), a progressive and debilitating dementia that is accompanied by anxiety. -
Preparing for Your Aging Parent’s Care Every situation involving caring for an aging parent is unique, but preparation is the key to success. -
Personal Possessions: These Are the Things That Make Memories Let's say your estate plan is complete. It will be taking care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently.