Though it is critical for your family, assets, and legacy- estate planning tends to fall to the bottom of people’s to-do lists. Even with an estate plan in place, it’s a good idea to have your estate plan reviewed, especially if you have experienced significant life changes (marriage, divorce, you have moved, etc.) Below is […]

As with any subject, there tends to be common misconceptions. One subject that tends to have a ton of misconceptions is the topic of nursing homes and your assets. Knowing the truth about the following misconceptions regarding nursing homes and your assets will help you and your family plan better for an elder care situation.

There are several reasons why you need an experienced elder law attorney. An elder law attorney focuses on array of specific needs of aging adults, which include: Estate Planning Power of Attorney Advance Healthcare Directive Medi-Cal planning and asset protection Your loved one may need assistance in Medi-Cal planning and protecting their assets. Some people

A common misconception about estate planning is that only married couples with children need to create an estate plan. Not true! A person with assets who cares about their future financial and medical needs should have an estate plan. Even as a single person, or someone without children, you most likely have possessions that matter

Going on a Summer Vacation? Pre-travel estate planning should be at the top of your to-do list! Here are 7 items that you will want to add to your checklist: Living Revocable Trust Make sure you have a Revocable Living Trust in place that appoints a person to settle your affairs, designates who will receive property

A durable power of attorney (DPOA) allows or authorizes another individual (your agent) to handle certain financial obligations on your behalf should you fall ill or become mentally incapacitated. The Durable power of attorney can ensure that financial and lifestyle matters are property managed so that it eliminates uncertainty, fighting, or confusion. Should you become

Did you know that California is one of several states that allows residents to create a Pet Trust to ensure a pet is well cared for after their owner passes away? If you are a pet owner and you consider your pet a member of your immediate family, it is important to understand how you

The timeframe after a family member dies, usually is confusing and traumatic with family members and friends having to act quickly in planning a funeral, paying bills, taking care of pets, etc. As the family members navigate through these tasks, they often realize they need access to important documents, like an estate plan that had

A pay on death (POD) account allows a person to pass money to family or loved ones without the necessity of probate when he or she dies. The issue with pay on death accounts is that there is no asset protection for the beneficiary. Meaning, if after the death of the owner, a beneficiary files

Did you know that there is a way to protect your assets should you need skilled nursing/long-term care? There is no need to “spend down” your estate until you are within the $2,000 asset range. With the proper planning of an estate planning attorney, who specializes in Medi-Cal planning, you can protect your assets and