May 17, 2022
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…
May 10, 2022
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…
July 26, 2021
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,…
June 25, 2021
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…
June 7, 2021
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,…
May 7, 2021
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….
March 30, 2021
Time to Dust Off Your Trust: If Your Estate Plan is More Than Three Years Old, It’s Probably Outdated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…
March 11, 2021
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…
February 3, 2021
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…
December 2, 2020
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…