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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When It Comes to Estate Planning, How Should a Timeshare Be Handled During the purchase of a timeshare in a holiday resort, the resort agent recommended that Mom and Dad sign a deed leaving the share to their children, so that after their passing, the children could continue to enjoy it. -
The Estate Planning Guide for Cryptocurrency Digital assets have largely rendered traditional estate planning elements obsolete. Crypto-assets may comprise significant individual wealth in the forms of cryptocurrencies like Bitcoin and noncurrency blockchain tokens. -
Ensure You Have an Up-To-Date Estate Plan When you go through big life changes like births, marriages, divorces, and moving to a new state, you should review your estate planning documents periodically. -
Is It Necessary to Disinherit Your Special Needs Child for Benefit Protection? In protecting the futures of their children with special needs, families face unique challenges and opportunities. -
The Pitfalls of Beneficiary Designations You Might Think That Leaving Your Property to Your Heirs Would Be Simple Enough. -
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. -
Considering Medicaid Eligibility for Long-Term Care In 1965, Medicaid was established to provide healthcare to low-income and asset-poor individuals. -
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. -
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.