Study Shows Most Americans Unprepared Are you prepared? The majority of Americans are not. In the event of illness, injury, or death most American families would be in a real mess. Would yours be? Only 26% of Americans have General Durable Powers of Attorney. A General Durable Power of Attorney allows someone to make decisions […]
Is Knowledge Power?
Sir Francis Bacon is reputed to have coined the latin aphorism “Scientia potentia est” or the well-known phrase “Knowledge is power.” But is it really? If it were true, wouldn’t it mean that reading Muscle and Fitness magazine or Shape magazine would make us lean, toned and fit? Book and magazine sales in the health, […]
Medi-Cal Recovery?!?
Did you know that under federal law, after a Medi-Cal recipient dies, the state is required to recover whatever benefits it paid for that person’s care from the recipient’s estate? The program that provides health care to millions of Americans isn’t free. The government expects to be repaid and will seize houses and other assets […]
St. Patrick’s Day and Coronavirus
Another St. Patrick’s Day is upon us. St. Patrick’s Day celebrates the feast of St. Patrick, the patron saint of Ireland. This is a religious and cultural celebration which celebrates all Irish heritage and all things Irish. This year circumstances dictate that we modify our celebrations and festivities. But what can we do to be […]
SECURE Act strategies discussed at Heckerling 2020
The 54th Annual Heckerling Institute on Estate Planning concluded a week ago yesterday. For those not in the know, “Heckerling” is (to quote their literature) “the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. [Their] program covers topics of timely interest […]
The Secure Act and What It Means for You
In my home, New Year’s Day is a day of Rose Parade floats, football, chips and dip, ham with scalloped potatoes, and quality time with family. But, however you might or might not celebrate New Year’s Day it is, notwithstanding, also the day when many new laws become effective. This year a new law went […]
