We regularly update our blog to offer crucial information on living trusts, guardianship of minor children, Medi-Cal planning, asset protection, and other California estate planning matters. Learn more about the planning process from our experienced attorneys.
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Is "Aging in Place" Right for Me?Most older adults want to remain in their homes and communities as they age rather than move into assisted living facilities or nursing homes.
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California’s Long Life Expectancy Can Jeopardize Timing of InheritancesWith Americans living longer than ever before, traditional will-based estate plans can leave heirs empty-handed well into retirement. Our CA attorney explains.
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Using a 529 Plan to Reduce California Tax ObligationsA 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.
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Living Trust Mills Exploit Seniors by Selling Other Financial ServicesCA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.
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Retirement Myths That Could Imperil Your EstateRetirement often costs more than most Americans expect, forcing them to siphon off estate assets to pay their basic costs of living. Our CA attorney explains.
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Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)Like many other celebrities, Lisa Marie’s estate is now unfolding much like a dramatic soap opera...
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Estate Planning Must-Do’s BEFORE You Go on VacationEstate Planning Checklist
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Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?Procrastination is a real issue when it comes to estate planning, but for those trying to set up or update their estate plans while on their deathbed...
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The Advantages of Survivorship Insurance PoliciesWhile survivorship insurance policies do not provide financial compensation for surviving spouses, they can complement estate planning strategies.
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Making Sense of Medi-Cal AppealsAdverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.
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Majority of Adult Children Cannot Support Boomer ParentsA survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?
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A Pour-Over Will Could Protect Your Non-Trust Assets From ProbateA pour-over will could reduce estate-related uncertainty by ensuring that your remaining assets are transferred straight to an established trust.