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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Spare Your Family Aggravation - Leave a "Location List"Gathering the details about your personal finances now can spare your family a lot of aggravation later.
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Estate Planning When Your Child Turns 18Taking estate planning measures when your first child turns 18 is highly recommended for all parents.
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Do You Need A Life Care Plan?Do you need a Life Care Plan? If any of the following statements describe your situation with a spouse or parent, a Life Care Plan can help you breathe easier.
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A New Approach to an Old Problem - Aging ParentsEvery week we talk with family members who are worried about their elderly parents facing a long-term illness or disability.
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The Common Estate Planning DisastersA huge transfer of wealth is currently under way as aging baby boomers pass their assets to the next generation. Yet we still see many who make common mistakes
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The Talk We Fail to Have: Advance Care PlanningWhat is advance care planning? Why is it important? Why do so many people resist it? Our Life Care Planning Law Firm is there to help when it's time to have...
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Out-of-Date Beneficiary Designations Are a Common & Costly MistakeWhen is the last time you updated your beneficiary designations? It's truly amazing the amount of people who have prior spouses or deceased relatives still ...
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We'll Be Offering Life Care Planning - What to Expect!If you call a Life Care Planning Law Firm to schedule an appointment, what happens next?
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WHAT IS LIFE CARE PLANNING: OUR NEW APPROACH TO ELDER LAWLife Care Planning is a holistic, elder-centered approach to the practice of law that helps families respond to every challenge caused by chronic illness or...
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You or Your Loved One Just Diagnosed with Alzheimer's - Now What?A diagnosis of Alzheimer's or other form of dementia is a difficult time, not just for the person immediately affected - their entire family feels it.
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How Are You Planning for Long-Term Care Expenses?The odds are nearly even that you'll need long-term care (LTC) after age 65, at least for a while. But, many people haven't planned for that possibility.
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Surviving Spouse Inherits IRA - What Next?A spousal IRA heir gets a lot of flexibility in deciding what to do with the account.