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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Planning for Flexibility in Your Trust Estate planning is important, because the future is uncertain. Planning for flexibility in your trust is possible, with the proper guidance.
Tips on Creating an Estate Plan that Benefits a Child with Special Needs Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs. Proper planning is key.
Estate Planning For Special Needs Children Estate planning for families who have children with special needs must plan for when they become adults.