The process of estate planning involves exploring your options. You do not want to make... [Read more...]
Can a Trust Provide Estate Tax Efficiency?
Estate tax efficiency is an important consideration for high net worth individuals. There are a... [Read more...]
Can I Protect My Injury Settlement With a Special Needs Trust?
Supplemental Security Income or SSI is a government program that is in place to provide... [Read more...]
Can My Living Trust Protect a Spendthrift Heir?
Revocable living trusts provide a number of different benefits. In this blog post, we will emphasize... [Read more...]
Beware of Prescription Discount Card Scams
One of our office team members recently received a notice by National Prescription Savings Network and... [Read more...]
What Are the Gift Tax Exclusions?
There is a tax on gift giving in the United States, but many people do... [Read more...]
Genworth Financial Releases 2015 Long-Term Care Cost Survey
If you have not looked into the subject, you may be unpleasantly surprised when you... [Read more...]
Doesn’t My Spouse Get Everything If I Don’t Have Will?
People who are unprepared from an estate planning perspective often have many different excuses or... [Read more...]
Do I Have to Spend Everything to Obtain Medi-Cal Coverage?
Most people are aware of the fact that Medi-Cal is California's version of the national... [Read more...]
What Is a Self Proving Will?
You could potentially use a last will as the centerpiece of your estate plan. In... [Read more...]
What Is the Look-Back Period for Medi-Cal Eligibility?
Elder care is a very pressing issue at the present time, because long-term care is... [Read more...]
What Is Digital Estate Planning?
A well constructed estate plan will leave behind a turnkey situation for the surviving family... [Read more...]
