Medi-Cal is the California implementation of the Federal Medi-Cal Program. In this vlog, attorney Justin M. Kennedy discusses the home and the role a Family Discretionary Trust can play with regard to Medi-Cal planning and qualification. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning … [Read more...] about The Family Home, Medi-Cal Planning and Family Discretionary Trusts (VIDEO)
Attorneys Justin M. Kennedy and Maggie A. LaBranch-Gonzales Selected as 2020 California Rising Stars
Attorneys Justin M. Kennedy and Maggie A. LaBranch-Gonzales have been selected to the 2020 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of the lawyers in the state. This is the 2nd year that Justin and Maggie have received this honor. Super Lawyers, part of Thomson Reuters, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. The annual … [Read more...] about Attorneys Justin M. Kennedy and Maggie A. LaBranch-Gonzales Selected as 2020 California Rising Stars
What Assets Should You Fund Into a Living Trust? (Video)
In this video, Attorney Maggie LaBranch-Gonzales discusses what assets you should (and should not) fund into a Living Trust. To view Maggie's video on the Importance of Funding Your Trust, click on this link. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning seminars. … [Read more...] about What Assets Should You Fund Into a Living Trust? (Video)
Senior Living Communities (Video)
In this video, Geriatric Care Manager Dedra Jize, OT., CSA discusses the different types of Senior Living Communities. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning seminars. … [Read more...] about Senior Living Communities (Video)
The Importance of Funding (Video)
In this video, Attorney Maggie LaBranch-Gonzales defines what funding is, what assets you should fund into your living trust, and why you, more than anyone else, determine the effectiveness of your trust. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning seminars. … [Read more...] about The Importance of Funding (Video)
COVID-19 aka the Coronavirus: A Reminder to be Prepared
by Attorney Maggie A. LaBranch-Gonzales Litherland, Kennedy & Associates, APC, Attorneys at Law If you’ve heard me speak in our seminars or workshops, or you’ve had the pleasure of meeting with me at the office, I can imagine you hearing my voice right now (kindly) reminding you that we all die. (Way to be blunt, right, Maggie?) But, seriously, for me, the most important part of Estate Planning is not necessarily what happens when you’ve passed away, but whether you are adequately … [Read more...] about COVID-19 aka the Coronavirus: A Reminder to be Prepared
The SECURE Act – How to Limit the Income Tax Hit to Those Inheriting Your IRA (Video)
The SECURE Act, which became law in 2020, greatly restricts inherited IRAs and imposes a ten-year period in which the inherited IRA needs to be completely withdrawn. In this video, Attorney Justin M. Kennedy discusses how to Limit the Income Tax hit to those Inheriting your IRA under the SECURE Act. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate … [Read more...] about The SECURE Act – How to Limit the Income Tax Hit to Those Inheriting Your IRA (Video)
The Year 2020 (Video)
With the year 2020, if you abbreviate the year by only listing the last two numbers, then you are writing 20 – which then leaves your date subject to fraud. Someone could add two extra numbers after your 20 and make a drastically different date. Watch our video as Attorney Justin M. Kennedy explains why it's vital that you list the full year when you are writing the year 2020 on all legal and financial documents. https://youtu.be/raBVIzqFx1k Litherland, Kennedy & Associates, APC, … [Read more...] about The Year 2020 (Video)
The SECURE Act: What You Need to Know (Video)
On December 20, 2019, the President signed into law the SECURE Act, this stands for “Setting Every Community Up For Retirement Enhancement" Act. The SECURE Act greatly changes many aspects of IRA planning. Our Attorney Justin M. Kennedy discusses what our prospects and clients need to know about the new law. Watch our video on the new act so that you are aware of the changes that can be expected with regard to IRA planning. We want you to be prepared as much possible so that your estate is … [Read more...] about The SECURE Act: What You Need to Know (Video)
Litherland, Kennedy & Associates is Hosting a Coat Drive this Winter – Join Us!
Litherland, Kennedy & Associates, APC, Attorneys at Law is hosting a coat drive to collect clean, gently worn or new, warm coats November 18th-January 31st at our Campbell office located at 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008. Area residents are invited to make a difference in our local community by donating to the coat drive and helping us reach their goal of collecting 50 coats. There are 39 million Americans living in poverty and struggling to pay their bills and … [Read more...] about Litherland, Kennedy & Associates is Hosting a Coat Drive this Winter – Join Us!
