When Father Time Catches Up With Our Parents
We all expect it to happen eventually—our parents getting older. Not just older chronologically, but physically and mentally older asRead More
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Preserving the Family Home from Medi-Cal Recovery
Many of us fear that as we age we will need medical assistance. We strive throughout life to maintain insuranceRead More
Lowering Your Chances at Qualifying for Medi-Cal?Â
Know the Law before Transferring an Asset Estate Planning is often a necessary task. It is most commonly known asRead More
Five Reasons To Plan Your Estate Now
We can all come up with reasons to procrastinate and avoid doing what we should. However, there are many reasonsRead More
Smart People Do Estate Planning
Anyone who may die or become incapacitated (in other words all of us) needs to plan their affairs. But, whoRead More
Are you prepared? The majority of Americans are not.
Study Shows Most Americans Unprepared Are you prepared? The majority of Americans are not. In the event of illness, injury,Read More
Medi-Cal Planning: There’s a Right Way and a Wrong Way
As the population ages and health care costs skyrocket, seniors and their caregivers struggle with how to pay for long-termRead More
Avoid Public Scrutiny Of Your Private Life
If you’ve ever read People, US, or Entertainment Weekly or watched any of the similar television shows, you might beRead More
Is Knowledge Power?
Sir Francis Bacon is reputed to have coined the latin aphorism “Scientia potentia est” or the well-known phrase “Knowledge isRead More
The Tale of the Two Buckets
As we bid farewell to 2020 and welcome in 2021, I felt impressed to share the following tale. The TaleRead More
Is your existing estate plan obsolete?
The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care Power of Attorney appoints someone to make decisions for you if you’re not able to do so for yourself. An Advance Directive expresses your wishes regarding end-of-life decisions. Read More
Medi-Cal Recovery?!?
Did you know that under federal law, after a Medi-Cal recipient dies, the state is required to recover whatever benefitsRead More