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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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.
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An Irrevocable Life Insurance Trust: Things to ConsiderConsidering 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.
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Medicare Is Terminating More Home Health Care ServicesMany 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."
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Protecting Your Assets Requires a WillThe 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.
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When Creating an Estate Plan, Here Are 5 Things to ConsiderA comprehensive estate plan is essential for all ages, but the need grows stronger as we age.
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PROP 19 ALERT: Act Now to Preserve Your Home's Low Property Taxes for Your ChildrenProp 19 effectively ends the parent-child exclusion from property tax reassessment on inheritance of a parent's principal residence after February 15, 2021.
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CARETAKERS: It's Time to Have "The Talk" With Your Sick or Disabled Loved OnesYou 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.
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How to Leave Money or Property to Minor ChildrenMinor children are required to have someone else manage their inheritance. Parents do not want to leave it up a probate judge to appoint someone.
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How to Divide Up Personal Possessions Without Dividing the FamilyAllocating 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.
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Single? You Still Need an Estate PlanThis article explores why estate planning is just as important for single people as it is for couples and families.
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Could Your Senior Loved One Be Ready for Assisted Living? Here's How to TellThis blog post explores some of the behaviors that could indicate your senior loved one is ready for assisted living.
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Learn the Legal and Financial Clues of Diminished CapacityMany 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?