Beginning January 1, 2026, California will reinstate the Medi-Cal asset test for applicants over age 65 seeking long-term care benefits, limiting eligibility to $130,000 in countable assets (plus $65,000 for each additional household member). In this video, Attorney Justin M. Kennedy of Litherland, Kennedy & Associates explains what this change means, which assets are exempt, and why 2025 is a crucial window for families to engage in Medi-Cal planning to protect eligibility, preserve assets, … [Read more...] about The Medi-Cal Asset Test is Returning in 2026 – What You Need to Know About Eligibility (VIDEO)
No More Cheeseburgers in Paradise
Jimmy Buffett’s brand of music inspired a way of life dedicated to relaxing. A trip to Key West, Florida embodies everything Jimmy held dear and serves as the backdrop to many of his songs. More than one city hosts a restaurant titled after his hit song, “Margaritaville.” While Buffett appeared to live a carefree lifestyle full of fun, his 2023 death alerted us that his passing left some issues unresolved. Continue reading to learn more. … [Read more...] about No More Cheeseburgers in Paradise
Digital Estate Planning: Cover All Your Bases
If you use email, store files in the cloud, manage bank accounts online, or own cryptocurrency, you already have a digital estate. These assets may carry financial, personal, or sentimental value—but without a plan, they could be lost, locked, or mishandled after your death. Traditional estate planning often focuses on property, accounts, and investments. But today, your digital life needs just as much attention. With the right legal tools, you can ensure your loved ones have the access they … [Read more...] about Digital Estate Planning: Cover All Your Bases
National Make-a-Will Month
Although many Estate Plans have a Revocable Trust as the foundation for the plan, Wills play an important role in a comprehensive Estate Plan. Alarmingly, most Americans don’t have a Will even though they know it’s important. As National Make a Will month comes to a close, let’s explore the often overlooked and neglected Estate Planning document, the Will. Continue reading to learn more. … [Read more...] about National Make-a-Will Month
Travel Smarter: How to Stay Safe from Cyber Threats at Airports
Airports are hubs of activity—and not just for travelers. Cybercriminals are increasingly targeting common conveniences like USB charging stations and public Wi-Fi networks to access sensitive data and install malware on unsuspecting devices. The good news? With a few simple precautions, you can significantly reduce your risk. The Hidden Danger of Public USB Charging Ports It might seem harmless to plug your phone into a USB charging port at the airport, but doing so could leave you … [Read more...] about Travel Smarter: How to Stay Safe from Cyber Threats at Airports
2026 Estate Tax Exemption Update: What You Need to Know (VIDEO)
In this video, Attorney Justin M. Kennedy explains the new 2026 estate tax exemption, why prior scare tactics were premature, and what this means for your estate planning going forward. … [Read more...] about 2026 Estate Tax Exemption Update: What You Need to Know (VIDEO)
Attorney Justin M. Kennedy Selected as 2025 Super Lawyer
We are proud to announce that Attorney Justin M. Kennedy has been selected to the 2025 California Super Lawyers list. This is the second year in a row that Justin has been rated as a Super Lawyer. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive 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 … [Read more...] about Attorney Justin M. Kennedy Selected as 2025 Super Lawyer
Estate Planning Insight: Are Your Really Putting Family First?
You probably say that your family is your top priority. Most people do. You work hard to provide for them, make sacrifices for their well-being, and do everything you can to keep them safe. But if you haven’t created an estate plan, ask yourself: Are you truly putting your family first? Most adults in the U.S. don’t have a will—let alone a comprehensive estate plan. Many intend to "get around to it" someday, but life has a way of getting in the way. Unfortunately, unexpected events rarely wait … [Read more...] about Estate Planning Insight: Are Your Really Putting Family First?
Graduation . . . What’s Next?
While summer gives us pools, barbecues, and a break from the usual grind, it also provides an opportunity to undertake some necessary Estate Planning, especially for young adults heading off to college. Continue reading to learn more. … [Read more...] about Graduation . . . What’s Next?
6 Common Estate Planning Mistakes That Could Cost Your Heirs a Bundle
Estate planning protects your family’s financial future, but even small mistakes can cause expensive problems for your heirs. Many people believe they’ve covered everything—only to later realize they’ve overlooked key details. In our Campbell community, families often face avoidable delays and costs due to common estate planning errors. Let’s look at six costly mistakes that can burden your loved ones and diminish your legacy. Mistake #1: Failing to Update Beneficiary … [Read more...] about 6 Common Estate Planning Mistakes That Could Cost Your Heirs a Bundle
