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 to Do as a "Sandwich Generation" Kid if COVID-19 Is Complicating Long-Term Care Plans For Aging ParentsFiguring 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.
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Considerations When Choosing a Legal Guardian Who Could Raise Your KidsDo 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?
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Creative Ways To Leave "Intangible Assets" To Your Loved OnesIntangible assets such as personal letters and photo books can be incredibly comforting for loved ones when you are no longer around.
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Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020Retirement account owners, many of whose retirement balances have been pummeled due to the pandemic, do not have to take mandatory withdrawals this year.
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Estate Planning During a Divorce: Four Key ConsiderationsWhat 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.
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Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More ImportantAs baby boomers age, more millennials are becoming caregivers. They are caught in the "sandwich generation" squeeze. Careful long-term care planning is needed.
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How to Include Cryptocurrency in an Estate PlanThe growing popularity of cryptocurrency means it is increasingly something that must be considered in your estate planning.
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Estate Plan Changes to Consider Due to the PandemicThere are unique aspects of the COVID-19 crisis that your current estate plan documents may not be suited to handle.
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How to Assist Aging Parents During the PandemicDue to COVID-19 you may not be able to visit your elderly parents right now. This article provides options on how to continue to assist elders from a distance.
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The George Patton Approach to Estate Planning: Three Reasons to Take Action NOW!Being in the estate planning & elder law business, one of the difficult challenges we face is getting clients to take action. 3 reasons to take action NOW!
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Planning for Flexibility in Your TrustEstate planning is important, because the future is uncertain. Planning for flexibility in your trust is possible, with the proper guidance.
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Coronavirus Help for Small Businesses: The CARES ActIf small businesses are devastated by the pandemic, so is the economy. It's in everyone's best interest for the federal gov't to support small businesses.