Articles

When you set up a trust, you want to pick someone to take care of the trust and the instructions that come with it if you were to become incapacitated…

If you have an estate plan, do you still have a need for a life insurance policy? Even if you have plenty of assets to pass down to your loved…

Life is filled with twists and turns that no one can expect. So while it may be more comfortable to assume that nothing will ever happen to you and go…

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…

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…

As symptoms of dementia set in, it is essential to get your estate plan in place if you haven’t done so already. Your capacity to make financial, medical, and planning…

As a business owner, your assets are likely more extensive than someone who does not own a business. Therefore, it is necessary to prepare for the future of your business…

You may find it challenging to talk about what would happen to your children if you and your spouse were to pass away. No one wants to imagine such a…

LLC stands for Limited Liability Company – a phrase that you’ve probably heard in the business industry but might not understand how it works. If you own a small business…

A trust is a key component of estate planning that is used to pass down assets to beneficiaries while avoiding probate and minimizing estate taxes. There are two kinds of…

Estate planning and retirement planning are essential for ensuring financial stability for you and your loved ones late in life. While both are equally important, they are quite different from…

Beginning on January 1, 2022, the new Medi-Cal benefits no longer have an asset rule that prohibits eligibility for older and disabled Californians who have more than $2,000 in the…