In this Vlog, Attorney Justin M. Kennedy discusses updates in the California Medi-Cal rules in 2024 and how those changes impact Medi-Cal Planning to pay for long-term care. Transcript: Hello, I'm attorney Justin M. Kennedy with Litherland, Kennedy and Associates, a California estate planning and elder care law firm. Beginning January 1, 2024, Medi-Cal eligibility has removed the asset test for people over 65 years of age or are disabled (according to the state) or are blind. This … [Read more...] about Long Term Care Costs and Medi-Cal Planning in 2024 (VIDEO)
Homeowner and Title Insurance When You Have a Living Trust (VIDEO)
In this vlog, estate planning and elder care attorney Maggie LaBranch-Gonzales discusses updating your Homeowner and Title Insurance when you have a living trust estate plan. … [Read more...] about Homeowner and Title Insurance When You Have a Living Trust (VIDEO)
Estate Planning 101: Navigating Your Future With Confidence
Estate planning, a crucial aspect of financial management, involves preparing for management of your assets should you become incapacitated and the transfer of assets after death. It is a process that ensures your hard-earned assets are overseen when you are unable to do so and distributed according to your wishes, potentially reducing legal complications, and minimizing taxes for your beneficiaries. The Importance of Estate Planning No matter the size of your estate, planning is essential. It … [Read more...] about Estate Planning 101: Navigating Your Future With Confidence
Estate Planning and the Rule of Three (VIDEO)
In this vlog, estate planning and elder care attorney Justin M. Kennedy discusses Estate Planning and the Rule of Three. To learn more about the importance of comprehensive estate planning and applying the rule of three to your plan, attend one of our free living trust seminars by clicking here. … [Read more...] about Estate Planning and the Rule of Three (VIDEO)
Meet Anastasios G. (A.G.) Konstantin
Putting a Passion for People in the Spotlight Those who talk with A.G. instantly feel his passion for his work. Helping others is his mission, and he dedicates himself to safeguarding their future. As the first son of a Greek immigrant doctor, A.G. felt the pull and expectation from his father to follow in those footsteps and pursue a medical career. As he grew up, he also believed that would be his path. “I would accompany my father as he conducted patient visits and went on … [Read more...] about Meet Anastasios G. (A.G.) Konstantin
Sidestep Probate and Reap Additional Living Trust Benefits
Estate planning is essential for securing your legacy and providing for your loved ones. One crucial aspect is understanding the drawbacks of probate and how a revocable living trust can offer a comprehensive solution for many people. This blog will explore the negatives of probate and elaborate on the multiple benefits of a revocable living trust. The Drawbacks of Probate Probate can be a lengthy process, taking months to years. This delay in asset distribution can be burdensome for … [Read more...] about Sidestep Probate and Reap Additional Living Trust Benefits
There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Matthew Perry died at the end of 2023. While it seems unlikely that Matthew’s estate will end up embroiled in a court battle as we see with other celebrity estates, that doesn’t mean that we can’t learn anything from his death and Estate Plan. Read on to learn more. … [Read more...] about There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Hobbies are Part of a Balanced Life – Invest in Your Well-Being
Blog Author: Wendy Harshbarger, Director of Marketing and Client Relations As January unfolds, it brings with it not only the promise of a new year but also the opportunity to celebrate the interests that make us unique. January is National Hobby Month. This month-long celebration invites us to explore, engage, and embrace the hobbies that make life more colorful and fulfilling. Engaging in a hobby is not just a pastime; it's a gateway to a multitude of benefits that positively impact both … [Read more...] about Hobbies are Part of a Balanced Life – Invest in Your Well-Being
Estate Planning Lessons from the Movies – Part II
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly what Martin Scorsese’s latest film does. While the movie received critical acclaim, it contained a surprising plot centered on real-life Estate Planning issues and the lengths to which certain individuals went to steal from the Osage Indian Tribe. This second in the series explores the real-life application of Estate Planning in the movies. Read on to learn more. … [Read more...] about Estate Planning Lessons from the Movies – Part II
Estate Planning Lessons from the Movies – Part I
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly what Martin Scorsese’s latest film does. Recently Killers of the Flower Moon was released in theaters to critical acclaim. That’s no surprise. The surprise is that the central conflict of the movie focuses on several Estate Planning issues and provides real-life lessons for all of us. Read on to learn more. … [Read more...] about Estate Planning Lessons from the Movies – Part I
