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The Top 3 Things to Know About Special Needs Trusts


Taking care of a child with special needs can come with challenges, including financial ones. However, you want to set your child up for success in every way, which means…

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How to Qualify for Medi-Cal Benefits Without Going Broke First


It may feel like the only way to qualify for Medi-Cal benefits is if you barely have any income at all. While that may be true for some cases, you…

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Almost Half of American Adults, 18 to 34, Have Been Motivated by COVID-19 to Begin Estate Planning


Here are Your Next Steps If the COVID-19 Pandemic and ensuing shutdowns taught us anything, it’s that life and our plans can change fast. In 2020, some of us learned,…

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Properly Prepared Estate Plans Go Beyond Real Estate to Include Other Valuable Possessions


  When we think about Estate Planning, we usually focus on real estate, such as primary residences, vacation homes, and commercial property and how those assets get handled upon our…

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Why Life Insurance Could Be Vital to Your Estate Planning Strategy


Life insurance policies are emerging as important estate planning tools, which is especially important with so much tax uncertainty for the future. While the status quo is likely for now,…

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With Prop 19 in Effect, Possible Federal Tax Policy Changes Could Also Affect Your Estate Plans


There are potentially more new tax laws likely to affect Californians this year than Proposition 19, which we’ve covered extensively here in this blog and through a series of webinars….

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Time to Dust Off Your Trust: If Your Estate Plan is More Than Three Years Old, It’s Probably Outdated


Changes in life are inevitable. A birth, death, marriage, divorce, move, property purchase or sale, change in laws and regulations, or the simple fact that our families age are the…

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Protect Your Legacy and Gain Peace of Mind with a Proper Estate Plan


You’ve likely heard a lot about estate planning, but do you know why it’s so important — both for you and for your family? When it’s done right, estate planning…

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Estate Planning: Learning the Basics


When it comes to estate planning, knowing what to do (and what not to do) is critical to your peace of mind and your family’s. The time of a loved…

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What Happens If You Die Without an Estate Plan?


It is easy to put off making an estate plan with a will or trust, and young, healthy individuals may see it as a low priority. However, estate planning is…

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