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. Could Medi-Cal Help Pay for Your Long-Term Care? One of the biggest concerns we hear from seniors and their families is, "How will I pay for long-term care if I need it?" It is an understandable concern. The cost of care can add up quickly, whether you need assistance at home, assisted living, or skilled nursing … [Read more...] about Long Term Care Costs and Medi-Cal Planning in 2024 (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)
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
Tax Planning for 2024
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2024 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...] about Tax Planning for 2024
What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
Some of my favorite blog topics come from headlines. In this week’s edition, we explore the fate of fortune that resulted from the 1990 discovery of a Tyrannosaurus Rex skeleton. The family made a modest fortune from the sale of the skeleton. In a tale as old as time, now that both the parents have died, the children are fighting over the family fortune. It’s unclear whether the fight itself or the fact it could have been avoided is more unfortunate. Read on to learn more. … [Read more...] about What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
