In the field of estate planning, buy-sell agreements can sometimes be used as a reaction... [Read more...]
How Does Medi-Cal Treat My Home?
Before we look at the matter of Medi-Cal eligibility and home ownership, we should briefly... [Read more...]
How Does an Individual Retirement Account Work?
We specialize in estate planning and elder care, but your estate plan should be contained... [Read more...]
Medi-Cal Planning: How to Care for a Child with Special Needs (An Elder Law Today Blog)
Jim and Marie Anderson live in San Jose, California. They are now in their mid-70s... [Read more...]
Alert from Our Geriatric Care Managers Re: Long Term Care Bed Availability
Obtaining beds in a skilled nursing long-term care facility is becoming almost impossible in Santa... [Read more...]
What Is Estate Tax Exclusion Portability?
High net worth individuals must be very aware of the potential impact of the federal... [Read more...]
When Is a Federal Estate Tax Return Due?
The estate tax is a factor if the value of your estate exceeds the amount... [Read more...]
Who Can Act as an Agent Under a Power of Attorney?
Your estate plan should ideally be looked upon as the culmination of a long-term financial... [Read more...]
How Much Does a Special Needs Trust Cost?
There are various different ways to facilitate asset transfers to your heirs. When you are... [Read more...]
Will Medi-Cal Pay for In-Home Care?
When you are budgeting for the future, you should certainly set aside funds for your... [Read more...]
What Happens to a Living Trust When One Spouse Dies?
Before we explain the intricacies of living trusts as they apply to married couples, we... [Read more...]
What Is a Grantor Retained Annuity Trust?
A grantor retained annuity trust (GRAT) could potentially be useful if you are exposed to... [Read more...]
