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Secure Medicare Insurance BEFORE You Move


If you’re planning a move out of state, changing your health insurance might not fall at the top of your to-do list. Many people make the mistake of assuming their…

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Which is Better for My Estate Plan – a Trust or a Will?


When you start to look into estate planning, one of the first questions to come up is what type of documents you need. That choice will include whether to use…

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Does my Spouse Need a Separate Estate Plan?


Married couples will usually make their estate plan together, especially if they hold most assets jointly and have the same goal to provide for their family’s future. In that case,…

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Deadline Alert: Certain SSI Recipients Must Claim Their Stimulus Payments Now


If you receive SSI, you might be eligible for your own economic impact (stimulus) payment as part of the coronavirus relief package passed by Congress. In many cases, the IRS…

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At-Home Emergency Estate Plans


During these uncertain times, we cannot overemphasize the importance of implementing a cohesive estate plan. We are all experiencing rapid changes from day to day, including slowdowns and closures of…

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Don’t Wait: The Importance of Estate Planning During Times of Uncertainty


With the threat of pandemic looming over us, we hope that you’re staying home and staying healthy. But since the urgency of this event has reminded us of how things…

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How the SECURE Act Impacts Estate Planning


Most provisions of the SECURE Act, signed into law this past December, were aimed at making retirement planning more accessible to a greater number of Americans. However, one requirement regarding…

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What Happens to Your Life Insurance Policy When You Make an Estate Plan?


It is fairly common for an individual with a spouse or family to take out a life insurance policy, to provide financial security in the event they pass away. Depending…

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Medi-Cal Benefits and Nursing Care


The time may come that you or a loved one needs the skilled nursing care provided by a specialized facility. For many individuals and families, the cost of a nursing…

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What Happens if You Don’t Include One or More Heirs in Your Estate Plan?


Many people decide to have their spouse or children inherit from them, but what if you decide to omit one or more heirs, or even have a child that you…

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