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- Yes, You Need an Estate Plan! (VIDEO)
- WHY We Walk – Walk to End Alzheimer’s
- Estate Planning: The Simplest Plan is Usually Not the Best
- FREE REPORT – A Family Guide on Medicaid/Medi-Cal Planning: What it is, How it Works, and Why You Need a Plan
- Does the Medi-Cal Look-Back Apply if I Give a Caregiver Child My Home?
- What Are the Disadvantages of a Power of Attorney?
- What’s the Difference Between SSDI and SSI?
- Why Do I Need a Power of Attorney?
- Is Incapacity Planning Really Important?
- Power of Attorney vs. Conservatorship (An Elder Law Today Blog)
- When Is The Right Time To Do Medicaid/Medi-Cal Planning? (An Elder Law Today Blog)
- Incapacity Planning in San Jose CA: What Is a Guardianship or Conservatorship?
- Incapacity Planning in San Jose: Who Manages My Property if I Become Incapacitated?
- Should I Have a California Durable Power of Attorney?
- Advance Directives: Selecting a Medical Decision Maker
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- Medi-Cal and Crowdfunding – Why Crowdfunding May Cost You Medi-Cal Eligibility
- Medi-Cal and Disaster Payments
- Medi-Cal Planning and the Family Home
- What Questions Should I Ask an Elder Care Attorney?
- Register for our Upcoming Free Medi-Cal Planning Workshop, Thursday, April 21
- Is Retirement Planning Really Important?
- Caregiver Contracts (an Elder Law Today Blog)
- Will Medicare Pay for All of My Medical Expenses?
- Will Medi-Cal Pay for In-Home Care?
- Medi-Cal Planning in California: When Is it Too Late?
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- Sorting Through the Taxes That May Impact Your Estate Plan
- How Can I Avoid Probate?
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- Free Report: Is Probate Always Required in California?
- Free Report: What are the Drawbacks of Probate in California?
- Is Probate Always Necessary?
- Is Probate Always Necessary?
- What Is the Uniform Probate Code?
- Free Report: Can Probate in California Be Avoided?
- What Are the Drawbacks of Probate?
- Probate in Campbell California: How Long Does It Take?
- Probate in Campell California: How Much Does It Cost?
- Estate Planning 101: What Is California Probate?
- Three Commonly Asked Questions About Revocable Living Trusts
- Category: Retirement Planning
- What You Need to Know About SECURE Act 2.0
- Ask the Expert 2022 Series – Financial Planning (VIDEO)
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets
- Will Medicare Cover Everything?
- Retirement Planning FAQs: Can I Work When I’m On Social Security?
- When Will I Receive Social Security?
- How Does an Individual Retirement Account Work?
- Three Social Security & Medicare Myths
- Working Longer Comes With Rewards
- Foresight Is the Key to a Secure Future
- Social Security Benefit Alone Won’t Finance Comfortable Retirement
- More Older Americans Remaining in Workforce
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- Three Commonly Asked Social Security Questions
- Be One of the “Lucky Ones”
- Medicare Part B Premiums Rising
- Spouse of Military Retiree Won’t Receive Pension
- What Is a Home Equity Conversion Mortgage?
- Direct Deposits Totally Replacing Social Security Checks
- Can You Earn Income While Drawing Social Security Benefit?
- Avoid Tax Liens Through Careful Retirement Planning
- Retirement Planning can Involve Fruitful Use of Free Time
- Seniors – Thinking of Downsizing? Some Tips to Think About
- Retirement Preparedness: Early Recognition is Key
- Social Security: Access Your Statement Online
- Slow & Steady Approach to Retirement Saving
- Watch Your Spending as Retirement Nears
- Retirement Planning: Life Expectancy is a Relevant Factor
- Shedding Light On Some Social Security Details
- Job Loss and Your 401(k) Plan
- Have You Considered A Succession Plan?
- Paying Down Debt Can Help
- Veterans with a Long Military Career Can See Clear Cut Path to Comfortable Retirement
- Home Equity Conversion Mortgages
- Poll Sheds Light On Baby Boomer Retirement Preparedness
- Category: Trust
- Avoid These Common Estate Planning Mistakes
- Why Would I Want a Revocable Living Trust?
- Estate Planning – You Have Choices
- Join Us for Our Last Two Free Living Trust Seminars of 2016
- Three Benefits of a Living Trust
- Do Assets in a Living Trust Get a Step-Up in Basis?
- Free Report: What is a Special Needs Trust in California?
- Category: IRA
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- Category: Elder Care
- 2023 Community Shred Day to Benefit the Alzheimer’s Association
- Interview with Dementia Counselor Tami Anastasia (VIDEO)
- Act in Advance to Prevent a Conservatorship
- Medi-Cal Updates Key Figures for 2020
- Attorneys Justin M. Kennedy and Magdalena A. LaBranch-Gonzales Selected as 2019 California Rising Stars
- How an Elder Care Law Firm Can Help
- Hospice Care —Benefits for Those with Life-Limiting Illnesses (An Elder Law Today Blog)
- Should I Purchase Long-Term Care Insurance?
- Genworth Financial Releases 2015 Long-Term Care Cost Survey
- Do I Have to Spend Everything to Obtain Medi-Cal Coverage?
- What Is the Look-Back Period for Medi-Cal Eligibility?
- Free Report: What Questions Should I Ask a California Elder Care Attorney?
- Category: Funding
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- Interview with Dementia Counselor Tami Anastasia Part Four – Transitioning Care to a Long Term Care Community (VIDEO)
- Dealing with Stress and Anxiety (Video)
- The Job of a Caregiver
- Go and See the World! Travel Tips for Seniors
- Senior Living Communities (An Elder Law Today Blog)
- Hospital Discharge: Making the Transition to Home or a Skilled Nursing Facility
- Geriatric Care Services in Campbell California
- Category: Scam Alert
- Category: Taxes
- Is a Person Who is Not a US Citizen Subject to the Federal Estate Tax? (VIDEO)
- President Biden’s Proposed Tax Plan (VIDEO)
- Free Report: What is the Estate Tax Marital Deduction?
- Will My Heirs Be Forced to Pay Inheritance Taxes in San Jose California?
- How Large of an Estate Can Pass Federal Estate Tax Free in California?
- Estate Planning Information: Consider the Source
- Retirement Budgeting: Taxes Can Be Stifling
- Category: Biden Proposed Tax Law
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- Category: Medi-cal Trust
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- Category: Trust and Estate Administration
- Trust Administration Frequently Asked Questions (FAQs)
- Clayton Trust – The Advantages of the B-Trust
- What Happens to a Living Trust when a Spouse Passes Away?
- Who Administers My Living Trust When I Die?
- Should I Have a Durable Power of Attorney?
- Attention to Detail Is Key When Planning Estate
- Revocable Living Trusts Are Preferable To Many
- Who Will Administer Your Trust?
- Pre-Nup, QTIP Can Protect Your Children
- How Do Trusts Work?
- What to do when a Deceased Person Held Property in Joint Tenancy with a Fictitious Person?
- Rights of a Surviving Spouse
- What is Probate?
- Category: Hospice
- Category: Financial Planning
- Category: Trusts
- It’s Important to Have a Coordinated Estate Plan
- Basics of Estate Planning: Privacy and Estate Planning
- Is DIY Estate Planning Effective?
- What Are the Disadvantages of a Medi-Cal Trust?
- Trusts & Asset Protection
- What Happens to My Property If I Die Without a Will or Trust in California?
- Low Interest Rates Make Charitable Lead Trusts Appealing
- Use Caution When Including Person With Special Needs
- Category: Living Trust
- Category: New Tax Law Proposals 2021
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- Litherland, Kennedy & Associates Attends Exclusive Conference and Celebrates Legal Milestone
- Artificial Intelligence Voice Scams (VIDEO)
- Favorite Holiday Recipes of the Litherland, Kennedy & Associates Team
- 2023 Estate Tax Exemption and Gift Tax Exclusion Update (Video)
- Congratulations to Attorney Maggie A. LaBranch-Gonzales for Becoming a Certified Legal Specialist
- Litherland, Kennedy & Associates is Walking in the 2022 Walk to End Alzheimer’s. Join Us!
- July 2022 Medi-Cal Asset Limits (VIDEO)
- Litherland, Kennedy & Associates Attend Exclusive Educational Conference to Further Elevate Their Practice
- Interview with Dementia Counselor Tami Anastasia Part Three – Communication and Dementia (VIDEO)
- Interview with Dementia Counselor Tami Anastasia Part Two – Progression of Dementia and Driving (VIDEO)
- Attorney Justin M. Kennedy Appointed to the Board of Governors of the American Academy of Estate Planning Attorneys
- Cruising During a Pandemic
- Happy Valentine’s Day 2022
- 2022 Important Asset Thresholds (VIDEO)
- Annual Gift Tax Exemption 2022 (VIDEO)
- Adopt a Family Holiday Gift Drive (VIDEO)
- Irrevocable Family Real Property Trusts and the Homeowner Exemption (VIDEO)
- Maximize Your Charitable Gifting
- Adopt-a-Family Gift Drive
- Assisted Living: What is It, and is It Right for You?
- Is Your Married Joint Living Trust Too Complicated? (VIDEO)
- Litherland, Kennedy & Associates Law Firm Team Joins 2021 Walk to End Alzheimer’s
- Happy Grandparents Day
- Attorneys Justin M. Kennedy and Maggie A. LaBranch-Gonzales Selected as 2021 California Rising Stars
- Why Should You Hire an Estate Planning Attorney to Prepare Your Estate Plan? (VIDEO)
- Thank You for Helping to Make Our First Annual Community Shred Event Benefitting the Alzheimer’s Association a Success!
- October 19-25 is National Estate Planning Week (Video)
- California’s Proposition 19 Ballot Initiative (VIDEO)
- California’s Proposition 13 (VIDEO)
- Litherland, Kennedy & Associates Law Firm Team Joins 2020 Walk to End Alzheimer’s
- What is a Death Probate? (VIDEO)
- Free Health Care Documents for Wildfire Front Line Personnel (Video)
- Connecting with Senior Loved Ones During the Shelter in Place (VIDEO)
- Happy National Tell a Joke Day (VIDEO)
- The Family Home, Medi-Cal Planning and Family Discretionary Trusts (VIDEO)
- What Assets Should You Fund Into a Living Trust? (Video)
- Senior Living Communities (Video)
- The Importance of Funding (Video)
- The SECURE Act – How to Limit the Income Tax Hit to Those Inheriting Your IRA (Video)
- The Year 2020 (Video)
- The SECURE Act: What You Need to Know (Video)
- Litherland, Kennedy & Associates is Hosting a Coat Drive this Winter – Join Us!
- THE TALK: Priorities, Preferences and Wishes
- Estate Tax Exemption Amounts to Increase
- Thank You for Helping Team Litherland, Kennedy & Associates Reach Our 2019 Walk to End Alzheimer’s Fundraising Goal
- New California Law Impacts Caregivers Who Marry a Dependent Spouse
- Litherland, Kennedy & Associates Law Firm Team Joins 2019 Walk to End Alzheimer’s
- American Academy Awards Fellow Designation to Justin M. Kennedy – Kennedy Recognized for Outstanding Achievement in Experience and Service
- SALT and Non-Grantor Trusts
- Exciting News! We are now Litherland, Kennedy & Associates, APC, Attorneys at Law
- Consider Taking the Entire Family on Vacation
- Home Safety Check: Let’s Tour Your Home, Room by Room
- Estate Planning Is a Must for Single Parents
- The Major Tax Changes: An Overview
- Limits to Medi-Cal Recovery (An Elder Law Today Blog)
- Exclusion of Gains from Sale of Personal Residence
- Litherland Law Office 2017 Government Policy Forecast
- Protecting Your Family in a Digital World
- Commonly Asked Medi-Cal Questions (An Elder Law Today Blog)
- Preventing Identity Theft
- Transferring Your Property Taxes Using Prop 60/90
- Have You Received a “Recorded Deed Notice” Mailer?
- Payable on Death Accounts are not a Comprehensive Solution
- Free Living Trust Seminars in January
- Adult Day Care—An Alternative to Nursing Home Placement (An Elder Law Today Blog)
- The Importance of Incapacity Planning
- Beware of Prescription Discount Card Scams
- What is Independence to Seniors? (An Elder Law Today Blog)
- Alert from Our Geriatric Care Managers Re: Long Term Care Bed Availability
- The Triple A’s of Geriatric Care Managers: Assess, Advocate and Assist
- Preparing For Possible Incapacity
- American Academy of Estate Planning Attorneys Consulted by Forbes Magazine Re: Estate Tax Changes
- Contribute to Hurricane Relief Efforts
- Hello world!
- Uncertainty About the 2010 Estate Tax Repeal
- Category: Veteran's Special Pension & Medi-Cal
- Category: Portability
- Category: Trust Administration
- Category: Charitable Remainder Trusts
- Category: Wills
- Estate Planning: Make Today the Day
- When You Love Your New Spouse, But You Love Your Kids More
- Sager Family Shows Perils of Blended Families
- Why is Estate Planning Important in 2016?
- Free Living Trust Seminars in September
- Why Would I Need a Trust if I Have a Will?
- Do I Need a Lawyer to Draw Up a Last Will?
- Free Report: What is a Living Will in California?
- Probate Court Sets Hemsley Estate Trial Date
- Something to Consider When Executing a Revocable Living Trust
- Category: Transfer on Death Deed
- Category: tax
- Category: Elder Law and Geriatric Care
- An Overview of 2023 Medicare Premiums, Co-Insurance, and Deductibles
- Ask the Expert 2022 Series – Communication and Dementia (VIDEO)
- How Estate Planning Documents Help Prevent Elder Abuse
- Fall Prevention at Home (VIDEO)
- How to Protect the Proceeds of the Sale of the Home for Medi-Cal Eligibility Purposes (VIDEO)
- A Thank You to All Caregivers
- What is Division of Assets? (An Elder Law Today Blog)
- Take a Step Toward Preventing Falls (An Elder Law Today Blog)
- Does an Inheritance Count for Medi-Cal? (An Elder Law Today Blog)
- Latest Genworth Survey Released Regarding Long-Term Care Costs (An Elder Law Today Blog)
- Keeping it Safe on the Road (An Elder Law Today Blog)
- Long Term Care Insurance—Is It Right For You? (An Elder Law Today Blog)
- Successful Planning (An Elder Law Today Blog)
- A “Goodbye” Message from Our Director of Geriatric Care Management
- VETERANS AID AND ATTENDANCE SPECIAL PENSION
- Home Safety – Reducing the Risk of Falls (An Elder Law Today Blog)
- Veterans: Develop a Cogent Plan for Aging
- How Expensive Are Nursing Homes in California?
- Is It Effective Medi-Cal Planning to Add Someone’s Name to Your Bank Account? (An Elder Law Today Blog)
- What Do I Need to Know About Elder Care?
- Elder Care FAQS: How Common is Alzheimer’s Disease?
- Do You Have to Impoverish Yourself to Qualify for Medi-Cal?
- Sundown Syndrome: How to Help (an Elder Law Today blog)
- How Do Elder Care Attorneys Charge?
- What Is an Elder Care Attorney in Campbell California
- Elder Care FAQs: Does the Nursing Home Get Half of My Assets?
- Do I Control Assets in a Medi-Cal Trust?
- Register for Our First 2015 Medi-Cal Planning Workshop
- Does the State Take My Assets If I Apply for the Medi-Cal Program?
- Is There a National Organization of Elder Care Attorneys?
- Medi-Cal Planning: Does a Trust Protect Assets?
- Gubernatorial Veto Impacts Many Medi-Cal Beneficiaries
- Free Report: What is an Elder Care Attorney?
- What Is the Medi-Cal Waiver Program?
- Can I Be Held Responsible for a Parent’s Nursing Home Expenses?
- How Does Medicaid/Medi-Cal Apply to Married Couples?
- How Does Medi-Cal Treat My Home?
- Advantages and Disadvantages of a Conservatorship in San Jose
- Is Medi-Cal Relevant to the Health-Conscious?
- What Is the Five-Year Medi-Cal Look-Back?
- A” Quiet” Change in Medicare (An Elder Law Today Blog)
- What Is the Medi-Cal Monthly Maintenance Needs Allowance?
- How Do You Find an Elder Care Attorney?
- What Are the Differences Between a Revocable Living Trust and a Medicaid/Medi-Cal Trust?
- What Assets Can I Keep When My Spouse Applies for Medi-Cal?
- Isn’t Medi-Cal Only for the Poor?
- Who Can Create a Power of Attorney?
- Medi-Cal Recovery: Can the Government Take My Home?
- Keep Your Memory Healthy (An Elder Law Today Blog)
- Should I Have a Durable Power of Attorney for Health Care?
- Register Now for Free Estate Planning and Elder Care Seminars and Workshops
- A New Hobby to Bridge Generations and Create Lasting Memories
- What Questions Should I Ask an Elder Care Attorney?
- Looking for Signs of Encroaching Incapacity
- What Is an Elder Care Attorney?
- Travel Tips for Seniors (An Elder Law Today Blog)
- Gift Ideas for Residents Living in a Skilled Nursing Facility
- Is There a Medi-Cal Asset Maximum?
- Elder Abuse in California [Infographic]
- Medi-Cal Recovery in Campbell California, Joint Tenancy, and Your Home
- Can You Give Away Assets to Qualify for Medi-Cal in California?
- What is The Difference Between Medi-Cal and Medicare in California?
- Long-Term Care: Is Staying At Home Feasible?
- Medi-Cal Questions Answered
- Understand Relevant California Elder Law Facts
- Long Term Care for the Elderly: Needs and Affordability, by Guest Blogger, Dr. Tim Dupic of SarahCare of Campbell
- When All Else Fails: Robot Home Aides
- Elders, Nursing Homes & Medi-Cal
- Develop a Long-Term Plan for Aging
- Strategies for Effective Communication with Seniors – An Elder Law Today Blog
- MetLife: Elder Financial Abuse Losses Equal $2.9 Billion
- This Military Benefit Can Defray Assisted Living Costs
- Nursing Homes: What Is the Average Length of Stay?
- Veterans Special Pension Can Help With Long-Term Care
- Economical Alternatives to Nursing Homes
- Alzheimer’s Strikes High Percentage of Seniors
- Longer Lives Require Bigger Budgets
- Medi-Cal Limits Increased for New Year
- Be Prepared to Help Your Parents
- Medi-Cal: Download Our Report to Get the Facts
- Medicare Deductibles, Co-Payments, and Premiums Rising in 2013
- Senior Drivers Face Challenges
- MetLife Releases Fresh Long-Term Care Statistics
- Nursing Home Contracts: Proceed With Caution
- Healthy Seniors, Don’t Overlook Potential Assisted Living Expenses
- Medi-Cal Planning: Will I Lose My Home?
- Alzheimer’s Sufferer Loses Court Case
- Nursing Home Expenses: Are You Fully Informed?
- Study Raises Elder Law Eyebrows
- Veterans may have to Contend with Look-Back Period
- Late Academy Award Winner had Rocky Relationship with Sons
- Shorter Strides, Slower Gait may be Alzheimer’s Indicators
- Seniors Face Significant Out of Pocket Medical Expenses
- Elder Law Concerns: A Little Communication Goes a Long Way
- With Intelligent Planning, Medi-Cal Can Provide Solution
- Elders Must Coordinate Benefits
- National Council On Aging – Falls Prevention Initiative
- Long-Term Care & Medi-Cal
- Taking Steps to Stay at Home
- Seniors Should Watch Their Finances Carefully
- Latest MetLife Survey Released
- Let’s Talk “Falls”
- Are You Getting Prepared For Long-Term Care Costs?
- Including Advance Health Care Directives
- Travel Tips for Seniors, by guest blogger, Lois G. Tager, M. Ed., CSA, Director of Geriatric Care Management at the Litherland, Kennedy & Associates, APC, Attorneys at Law
- Sundown Syndrome: How to Help (An Elder Law Today Blog)
- Medi-Cal Qualification-Home Sweet Home
- Category: Caregiving
- Category: Elder Law Today
- Elder Law Today: Medi-Cal and the Deficit Reduction Act
- Caregiver Burnout
- Avoiding Probate (An Elder Law Today Blog)
- The Dangers of Social Isolation (An Elder Law Today Blog)
- Gifting Money to Your Children AFTER You’ve Entered a Nursing Home (An Elder Law Today Blog)
- Durable Property Powers of Attorney (An Elder Law Today Blog)
- Medi-Cal Planning for Single People – An Elder Law Today Blog
- Category: Advance Directives
- Category: Capital Gains
- Category: income tax
- Category: taxation
- Category: Estate Planning
- How Tax and Non-Tax Considerations Impact Estate Planning – Part I
- The Joy in Joint Trusts
- The IRS’ Annual Warning: The 2023 Dirty Dozen
- What Does the Respect for Marriage Act Mean for Estate Planning?
- What Bruce Willis Can Teach Us About Incapacity Planning
- What’s in President Biden’s Revenue Proposals?
- What Is Probate and Why Do People Avoid It?
- The Lessons from Lisa Marie
- Common Mistakes in Estate Planning – Part V
- Common Mistakes in Estate Planning – Part IV
- Common Mistakes in Estate Planning – Part III
- Common Mistakes in Estate Planning – Part II
- More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
- The Inflation Reduction Act
- How Do I Trust Thee…Part III
- How Do I Title Thee…Part II
- Tax Planning for 2022
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Taxation of Nongrantor Trusts
- Tax Reporting with Trusts
- Advantages of Using a “Grantor Trust” in Planning
- Dangers of Do-It-Yourself Estate Planning
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- Why Do You Need an Estate Plan?
- You Need These Five Estate Planning Documents
- Joint Tenancy Problems in Estate Planning
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- Preparing for the Unexpected…and the Eventual
- Fair Isn’t Always Equal and Vice Versa
- Chadwick Boseman Demonstrates the Importance of Planning
- Staying Current is Especially Important in the Pandemic
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- California’s Proposition 58 (VIDEO)
- Five Reasons to Use a Living Trust
- Proactive Planning Can Prevent a Conservatorship
- A Living Trust Can Protect a Spendthrift
- Avoid These Inheritance Planning Traps
- The Basics: “HIPAA” Powers
- The Basics: Powers of Attorney for Healthcare
- The Basics: Financial Power of Attorney
- What Are the Drawbacks of Probate?
- Avoiding Family Chaos in the Coronavirus Age
- Whom Do You Want to Get Your Assets?
- Families Gather in Novel Ways in Pandemic
- Joint Tenancy Pros and Cons
- Are Inheritances Subject to Taxation?
- Academy’s Spring Summit Virtually Perfect
- Beneficiary Designations and Other Non-Probate Transfers
- Living Trusts Provide Multiple Benefits
- Planning for the Unexpected
- Estate Planning Conference Discusses SECURE Act and More
- Estate Planning: Steps to Take Before Remarriage
- Planning for the SECURE Act
- The SECURE Act and What It Means for You
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- Tax Planning for 2020
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2: What
- The Questions of Estate Planning, Part I: Who
- Planning for Education Expenses
- Planning for Special Needs Children
- Planning for Step-Children
- Disinheritance
- Your Planning Can Help Your Loved Ones
- The Importance of Communicating Your Plans
- Clarity is Key to Planning
- How Much is Too Much?
- Kiddie Tax is Worse Than Ever
- Staying Current on Estate Planning
- Modifying an Irrevocable Trust
- Trust Protectors Add Flexibility
- Making Trusts More Flexible
- When and Where You Die Matters
- New Estate Tax Proposal
- ABLE Accounts
- What Are 529 Plans and What Are Their Advantages?
- What are UGMA and UTMA Accounts?
- New Tax Proposals
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- Good News for those interested in Medi-Cal Eligibility who have 529 Education Accounts
- Selecting an Agent
- Turning the Page on 2018 and Looking Forward to 2019
- QDRO: Not Just for Divorce Anymore
- Being Thankful and Sharing Your Blessings
- What Assets Should Not be Funded into a Living Trust?
- Prenuptial Agreements Can Provide Remarriage Protection
- Giving Back
- Special Accounts for People with Special Needs
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- Planning for Lottery Winners, Part 2 of 2
- Planning for Lottery Winners, Part 1 of 2
- Estate Planning is for You, Not Just Your Parents or Grandparents
- New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
- Planning to Avoid Too Much SALT
- Incapacity Planning
- Planning for Frequent Flyer Miles
- Dead Hand Control: How Much is Too Much?
- Retirement: It’s not Just About the Money
- 6 Important Estate Planning Considerations – Part 3: Your Kids
- Estate Planning is Too Important to Procrastinate
- How Are You Planning for Long-Term Care (LTC) Expenses?
- Age-Related Retirement Milestones
- Estate Planning: Simple is not Always Better
- Planning for Retirement Plans and IRAs: Asset Protection
- Benefits of a Revocable Living Trust
- New Tax Law May Affect State Income Tax, Too!
- Free Living Trust Seminars January 18, 20, 24 and 27
- Proposed Regulations Address “Clawback” Issue
- A Special Option for Special Kids
- How the New Tax Law Affects You
- Basics of Estate Planning: Powers of Appointment – Part 2
- Basics of Estate Planning: Powers of Appointment – Part 1
- Law in the U.S. can be Participatory
- Basics of Estate Planning: Portability
- Basics of Estate Planning: Two Common Mistakes with Trusts
- Basics of Estate Planning: Asset Protection
- Basics of Estate Planning: Selecting Fiduciaries
- Basics of Estate Planning: Estate Planning for Major Life Events
- Special Needs Trusts: Two Words to Say Fairness
- Transfer on Death Deeds
- Portability and Second Marriages
- Electing Portability
- Do You Need to Speak with an Elder Care Law Firm?
- How Do I Change My Living Trust?
- Transferring Property Upon Death (An Elder Law Today Blog)
- Who Is Competent to Make a Will?
- Can a Trust Provide Estate Tax Efficiency?
- Can I Protect My Injury Settlement With a Special Needs Trust?
- Can My Living Trust Protect a Spendthrift Heir?
- What Are the Gift Tax Exclusions?
- Doesn’t My Spouse Get Everything If I Don’t Have Will?
- What Is a Self Proving Will?
- What Is Digital Estate Planning?
- What Is an Incentive Trust?
- What Is the Difference Between a Living Will and a Living Trust?
- Estate Planning & Elder Care Seminars
- Can My Spouse Use My Estate Tax Exclusion After I Die?
- What Is Estate Administration?
- Do Trusts Provide Estate Tax Efficiency?
- Can I Just Download Estate Planning Documents Off the Internet?
- What Qualities Should I Look for in an Executor?
- What Are the Formal Requirements for a Valid Last Will?
- Can I Give Gifts to Avoid the Estate Tax?
- Budget Proposal for 2016 Would Reduce Estate Tax Exclusion
- What Is a Step-Up in Basis?
- What Is a CLAT?
- What are the Drawbacks of Joint Tenancy?
- Should I Change My Living Trust When I Acquire Assets?
- Free Report: Will My Heirs Be Forced to Pay An Inheritance Tax in California?
- What Questions Should I Ask an Estate Planning Attorney?
- Do I Pay Taxes on Living Trust Income?
- Why Is Estate Planning Important?
- What Benefits Do Trusts Provide?
- How Do You Fund a Living Trust?
- Can Estate Tax Laws Change?
- What Is a Totten Trust?
- When Does a Trust Terminate?
- Can I Provide for My Dog in My Estate Plan?
- How Is Property Distributed When There Is No Last Will?
- National Estate Planning Awareness Week Begins on October 20th
- Free Report: Why Should I Have A Durable Power of Attorney in California
- What Is a Capital Gains Tax?
- Should I Use a Corporate Trustee?
- When Would a Conservatorship Become Necessary?
- What Is a Revocable Living Trust?
- Free Report: Estate Planning Demystified
- Do I Need Anything In Addition to My Last Will?
- What Is the Most Important Estate Planning Document?
- What Is an Irrevocable Trust?
- What Is a Buy-Sell Agreement?
- What Is Estate Tax Exclusion Portability?
- When Is a Federal Estate Tax Return Due?
- Who Can Act as an Agent Under a Power of Attorney?
- What Happens to a Living Trust When One Spouse Dies?
- What Is a Grantor Retained Annuity Trust?
- Do Young Adults Need an Estate Plan?
- What Is a Qualified Domestic Trust?
- What Is the Generation-Skipping Transfer Tax?
- Estate Planning for Small Business Partners
- Irrevocable Life Insurance Trust in San Jose: What Is an ILIT?
- Why Would I Want a Revocable Living Trust?
- Can You Create a Pet Trust in California?
- Revocable Living Trust in San Jose: Who Should I Name as Successor Trustee?
- Free Living Trust Seminars Coming In May
- When Does a Power of Attorney Become Effective?
- Incapacity Planning in San Jose: Difference Between a Conservatorship and a Power of Attorney
- Do People I Name in My Will Pay Taxes on Their Inheritances?
- The Importance of Incapacity Planning
- Proposed 2015 Budget Would Change Estate Tax Parameters
- Do I Lose Control of My Property If I Establish a Living Trust?
- What Is a Qualified Personal Residence Trust?
- Is Probate Always Required?
- Why Should I Consider a Living Trust?
- When Do I Need a Special Needs Trust?
- What Is the Nomination of a Guardian?
- Should I Create a Joint Tenancy With My Child?
- Can I Give Tax-Free Gifts to My Children?
- What Are the Drawbacks of Probate?
- Do I Pay Taxes When I Inherit Money?
- Resolve to Plan Your Estate in 2014
- What Is the Difference Between a Limited and a General Power of Attorney?
- Is It Possible to Contest a Trust in San Jose California?
- What Is a Transfer on Death Account in San Jose California?
- Estate Tax Exclusion in Campbell California: How Can I Leave My Estate to My Spouse Free of Taxation?
- 2014 Gift and Estate Tax Unified Credit Increased
- What Is the Annual Gift Tax Exclusion?
- Veterans Aid and Attendance Special Pension
- Should You Use Your Unified Tax Exclusion in California While You Are Still Alive?
- Campbell CA Estate Planning FAQ: What If I’m Single When I Pass Away?
- Probate in San Jose California: Can You Avoid It?
- Does a California Revocable Living Trust Provide Asset Protection?
- What Is a Living Will in California and Why Do I Need One?
- What Is a California Special Needs Trust?
- What Are the Advantages of a California Durable Power of Attorney?
- California Estate Planning: What Is the Marital Deduction?
- Should I Have a California Durable Power of Attorney?
- What Is a California Family Limited Partnership?
- Are Your Trust Terms Obsolete?
- Including Life Insurance in Your Estate Plan [Infographic]
- What Is Estate Planning in California?
- Two Different Types of Estate Planning Mistakes
- Consider a GRAT When Interest Rates are Low
- A Tale of Two Estates: Jim Morrison and Steve McNair
- The Anatomy of a Revocable Living Trust
- Frequently Asked Questions About Federal Transfer Taxes
- Be Aware of the Dangers of DIY Estate Planning
- Living Will Statistics Come As No Surprise
- The Estate Tax Is Only Part of the Equation
- Don’t Confuse Joint Ownership With an Estate Plan
- Reality TV Show “Will Wars” Planned
- Foreign Spouse Not Entitled to Unlimited Marital Estate Tax Deduction
- Understanding Life Estates
- Gandolfini of Sopranos Fame had Flawed Estate Plan
- Responses to Common Questions About Last Wills
- Estate Planning: Three Things to Think About
- July Estate Planning Seminars Scheduled
- Demystifying the ILIT
- Life Insurance Proceeds Are Often Unclaimed
- Big Lottery Winners Face Estate Tax Exposure
- Estate Error Leaves Shelter Owner With Empty Feeling
- Pet Trusts Provide Peace of Mind
- Manzarek Dies; Legacy Intact
- Arrests Made in Will Forgery Case
- Prudent Planning Before Remarriage
- Funding 529 Plan Using Annual Exclusion
- Multimillionaire Died Without Will
- Life Insurance and Estate Planning
- Help Your Attorney Help You
- Don’t Overlook These Details
- Is DIY Trust Creation Wise?
- Google Makes Afterlife Planning Simple
- Incapacity Component Adds to Appeal of Living Trusts
- When “Slicing Pie” Consider Post-Mortem Dynamic
- How Long Will Your Financial Legacy Last?
- Various Different Wills Used in Estate Planning
- Surviving Spouse Must Revise Plan
- Steer Clear of These Common Estate Planning Errors
- The Incredible Shrinking Inheritance
- QPRT Can Provide Estate Planning Solution
- Taxation Erodes Koch Estate
- Estate Planning Solution: Post-Marital Agreements
- Estate of Loner Bequeathed to Actors
- All Responsible Adults Need an Estate Plan
- Determining the Validity of a Last Will
- Estate of “Painter of Light” Stays Out of Court
- Improve Quality of Life Without Hindering Benefit Eligibility
- How Will Large Inheritances Impact Younger Heirs?
- Are Spousal Transfers Subject to Estate Tax?
- Increased Annual Per-Person Gift Tax Exemption in 2013
- State Your Wishes Regarding Final Arrangements
- Estate Tax Rate Increased for 2013
- HIPAA Release Should Be Included With Advance Directives
- Legacy Plan Can Include Giving to Charitable Causes
- Have You Planned Ahead With Your Children in Mind?
- Trust Administration: Educate Yourself
- Keep Track of Your Net Worth
- Start Building Your Future in 2013
- Provide Your Representative with Pertinent Information
- Artistic Work Donated to NY MOMA to Settle Estate Tax Dispute
- Hagman Legacy Includes Charitable Foundation
- Sherman Hemsley Finally Buried in El Paso
- Our Report Examines DIY Wills
- Pet Planning: Get All the Facts
- Lengthy Probate Process Expected in Gibb Case
- Free California Living Trust Report Now Available
- Estate Planning Information for Grandparents
- Take Action to Obtain Your California Estate Planning Report
- Obtain Legal Advice Prior to Remarriage
- Comprehensive Planning Includes Postmortem Action Plan
- Don’t Make Uninformed Assumptions About Living Trusts
- Seniors Living Together Must State Wishes in Writing
- Matter of Shelby Final Arrangements Settled
- Create a Clear Cut Path for Executor
- Prevent Intestacy Through Proper Advance Planning
- Did Hemsley Have a Brother? Actor’s Estate Being Challenged
- Your Property May Expose You to Estate Tax in 2013
- A Surprising Fact About Last Wills
- Are You Sure You Want to Open Joints Accounts?
- Consumer Reports: Don’t Try This at Home
- Northern Trusts Reduce Exposure
- Spare Your Family from Unpleasant Surprises
- Act Now, Avoid Difficulties Later On
- Estate Administration: Careful Decisions Required
- Can I Pay Someone’s Medical Bills as a Gift Tax-Free?
- When Tallying Assets, Include Life Insurance Proceeds
- Why Do Some People Avoid Probate?
- Consider Children Before You Remarry
- Wife of Painter Kinkade Challenges Holographic Wills
- Final Affairs Can Be Matter of Public Record
- Man’s Best Friend Can Fill a Void
- Deceased Performance Car Guru’s Family At Odds
- Imprecise Planning Can Yield Unintended Results
- Good Things Can Make Estate Plan Revisions Necessary
- The Currency of Emotion
- Estate Planning is a Highly Specialized Field
- Will the Estate Tax Issue Become a Political Football?
- What Is A “POD” Account?
- How Can I Protect My Home?
- Estate Planning For Gay Couples
- Life Insurance Trust Can Deliver Tax Savings
- Keep Estate Administration In Mind
- Addressing Higher Education Expenses in Advance
- Estate Planning: What About the Children?
- Have Your Will Prepared by a Professional
- Final Arrangements: Pre-Planning is an Option
- Asset Protection: Devise A Plan With Professional Guidance
- Oldest Among Us Face Dementia Threat
- Ray Charles Foundation Files Suit Against Seven of His Children
- Advance Planning Is Essential For Unmarried Domestic Partners
- Medical Matters: Make Your Preferences Known
- Developing A Streamlined Estate Plan
- British Diva Winehouse Actually Died Intestate
- Keep An Eye On Tax Debate
- Some Celebs Go The Extra Mile For Pets
- Founders Of Facebook Utilized Tax Efficiency Strategy
- A Plan That Fits Your Family
- Making A Difference Through Organ, Tissue Donation
- Parents Of Dependent Children Must Take Planning Seriously
- Creating a Comprehensive Plan
- Concerned About A Spendthrift Heir?
- Avoiding Probate Expenses
- Remember Online Accounts When Planning Estate
- CRUT Can Satisfy Dual Objectives
- A Look at Grantor Retained Annuity Trusts
- Lesson To Be Learned From Larsson Estate
- FLP Can Reduce Tax Burden
- Houston Estate Details Slow To Emerge
- The Difference Between A Living Trust And A Living Will
- POD Accounts: Simple, But Limiting
- Lesser Known Will Can Add To Your Legacy
- Al Davis Kept Raiders In The Family
- Planning For Small Business Partners
- The Value Of An ILIT
- Are Your Powers Of Attorney In Place?
- The Majority Of Americans Have No Estate Plan
- Estate Planning And Privacy Concerns
- Winehouse Took Steps After Divorce
- A Nudge In The Right Direction
- What the Unification of Gift And Estate Tax Means to You
- Creditor Claims
- Estate Planning: Procrastination Is Not An Option
- Deeds of Trust
- Consider A QPRT For Tax Savings
- Estate Tax Changes Loom
- Pet Planning Is An Important Estate Planning Consideration
- Generation Skipping Trusts Can Reduce Tax Exposure
- Fairness Of Estate Tax Questioned
- Payable On Death Accounts
- A Look At Social Security Eligibility
- Veterans May Qualify For Living Assistance Benefit
- Is DIY Estate Planning Wise?
- Estate Planning Is Relevant To Adults Of All Ages
- If Real Property is Held by a Deceased Spouse and his Parent, how does the Surviving Spouse get Title to the Home?
- Tax-Free Gifts Can Provide Estate Tax Efficiency
- Three Reasons To Avoid Probate
- Estate Tax At A Glance
- If an in-law draws up a Will or Trust for the parent of his or her spouse, does that void his/her spouse’s share of the inheritance?
- Stocks in the Name of Deceased Spouse
- Optional Claims Procedures for Trust Administration
- Use of a Special Needs Trust to Shelter an Inherited Home
- Beneficiary’s Rights to Trust Copy and Accountings
- Probate of Testamentary Trust
- Decedent’s Credit Card Debt
- Funding a trust
- Conservatorship Versus Power of Attorney
- Separate Property and Trusts Versus Prenuptial Agreements
- Actions by Someone Holding a Fraudulent Power of Attorney
- Compelling a Conservatorship
- Prolonged Trust Administration
- Preventing Fraudulent Changes in a Trust Document
- Changing Title of Assets into the Trust Name
- How The New Estate Tax Exclusion Affects Your Estate Plan
- Cross Purchase ILIT Example
- Can the Government Go After Assets in a Trust to Recover Medicare or Medi-Cal Benefits?
- Aggregate Theory Community Property Agreement
- Planning Considerations for People with Special Needs
- Qualified Personal Residence Trusts (QPRTs)
- Life Care Planning – What is It and Who Needs it?
- Veteran’s Health and Benefits Administration
- Difficult Medi-Cal Planning Situation Involving Inheritance Resolved
- What is the Medi-Cal “look-back rule”?
- Administration of a Living Trust
- Tax-Free Exchange of Non-Qualified Annuities and Life Insurance for Long Term Care Insurance
- 2nd Update – Valuation Discounts – Thomas H. Holman Jr. et ux. v. Commissioner; No. 08-3774 (7 Apr 2010)
- Update valuation discounts – Thomas H. Holman Jr. et ux. v. Commissioner; No. 08-3774 (7 Apr 2010)
- Family Limited Partnerships
- Health Care Reform and Medi-Cal
- What Costs Will Medi-Cal Pay?
- Who Determines Incapacity?
- Estate Tax Crisis of 2010
- Category: Remarriage and Blended Families
- Category: Legacy Planning
- Category: business succession planning
- Category: Digital Assets
- Category: Family Limited Partnerships (FLPs)
- Category: Asset Protection
- Category: Legal Education
- How Tax and Non-Tax Considerations Impact Estate Planning – Part II
- The Importance of Having an Estate Plan
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
- Litherland, Kennedy & Associates Attend Exclusive Legal Conference in San Diego, California
- Common Mistakes in Estate Planning – Part I
- Discharge of Indebtedness Income and Student Loan Forgiveness
- How Do I Trust Thee…Part II
- How Do I Title Thee…Part 1
- Estate Planning – Something You Shouldn’t Do Yourself
- Death and Your Digital Footprint
- The Importance of Continuing Legal Education (VIDEO)
- What Makes a Will or Trust Invalid?
- Application of the Updated Life Expectancy Tables
- Start 2022 the Right Way
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- It Can Be Scary to Die Without an Estate Plan…the Horrors of Intestacy
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Estate Planning Reduces Stress During High Anxiety Times
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act Basics
- How Will You Obtain the Care You Need?
- Planning for Incapacity
- Generational Wealth is Key to Leveling the Playing Field
- Leaving Assets Can Be Tricky – Part 3
- Coronavirus and Nursing Homes
- Planning for the Sandwich Generation
- How Will You Age in Place and Be Able to Die at Home?
- Preparing for Coronavirus
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- The Questions of Estate Planning, Part 5: How
- The Questions of Estate Planning, Part 4: Where
- Income Tax Basis
- Make Your Own Plan
- Continuing Legal Education in San Diego
- Many Reasons to Plan
- What is a GST Trust?
- State Income Taxation
- The Little Things May be the Most Important
- Tax Tips after New Year
- Trusts for Privacy
- What’s a 529 Plan and What Are the Benefits to Using One?
- Planning for the International Client
- 6 Important Estate Planning Considerations – Part 6: Taxes
- Planning for the Unexpected
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- Donor Advised Funds: IRS Issues New Ruling
- Basics of Estate Planning: Getting the Most out of Charitable Gifts
- Category: technology
- Category: Health Care Power of Attorney
- Category: ILITs
- Category: Estate Administration
- Category: New Tax Law 2018
- Category: consumer protection
- Category: Walk to End Alzheimer's
Seminars
- Ask the Expert Series 2023: SCAMO – CANCELLED - TO BE RESCHEDULED
- Living Trust Webinar
- Medi-Cal Planning Webinar
- Client Appreciation Webinar - Trustee and Power of Attorney School @ 9:00 AM and Taxes, Medi-Cal, and Trust Administration...Oh My! @ 10:30 AM
- Client Funding Webinar
- Ask the Expert Webinar Series 2023: Hope for the Best - Plan for the Worst: Preserving your Legacy of Photos & Memories
- Medi-Cal Planning Webinar
- Client Review Workshop (CAMPBELL) - WORKSHOP FULL
- Ask the Expert Series 2023: ADUs and You
- Ask the Expert Series 2023: Warning Signs of Dementia
- Medi-Cal Planning Workshop (CAMPBELL)
- Client Review Webinar
- Client Trustee and Power of Attorney Webinar
- 18th Annual Client Appreciation Ice Cream Social - CAMPBELL
- Living Trust Seminar - CUPERTINO
- Living Trust Webinar
- Living Trust Seminar - CAMPBELL
