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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A Guide to LGBTQIA+ Estate PlanningIt is crucial to plan your estate regardless of your gender identity or sexual orientation in order to protect your assets, your wishes, and the people you love.
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What Is the Purpose of an Advance Directive?Kevin stares at the door of Winnie's nursing home room with tears streaming down his cheeks.
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What You Need to Know About Pet TrustsThe creation of a pet trust can provide for your horses, dogs, cats, parrots, or even more exotic pets such as snakes and lizards after you die or are no longer capable of caring for them.
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The Tragic Legacy of Larry KingDuring his career, Larry King married seven women and had five children with several of them.
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What a Divorce Means for Estate PlanningDivorce is rarely an easy process. There is a lot of stress and emotion involved. There are many factors to consider that may also change over time.
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The Importance of Crucial Conversations When It Comes to Advance DirectivesIt is one of the most challenging things we will ever face in our lives to contemplate our own death. Yet it is very important to think carefully about the medical treatment we would want for that challenging time.
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The Role of Structured Settlements in Funding Special Needs TrustsThe award you receive from a personal injury lawsuit can be received in a lump sum or as a structured settlement. You may opt for a substantial initial amount with lesser succeeding payments to provide for lost income.
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When It Comes to Estate Planning, How Should a Timeshare Be HandledDuring 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.
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The Estate Planning Guide for CryptocurrencyDigital 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.
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Ensure You Have an Up-To-Date Estate PlanWhen you go through big life changes like births, marriages, divorces, and moving to a new state, you should review your estate planning documents periodically.
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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.
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The Pitfalls of Beneficiary DesignationsYou Might Think That Leaving Your Property to Your Heirs Would Be Simple Enough.