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
Financial Planning
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
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
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