Support Documents for Young Adults
Everyone over the age of 18 to have some form of estate planning documents in place. In most cases when someone is setting up a plan they are thinking ...
I Have Assets Outside of California, Does my Estate Plan Protect Them?
It is quite common to own assets in other states or even other countries and it is important to plan for all of your assets no matter where they ...
Proposition 19 Recap
Proposition 19 was passed on the November 2020 ballot and was implemented in February of 2021. Since it went into effect many clients have had questions about whether or ...
Tale of Caution, Married Couple with No Estate Plan
On occasion, I like to tell cautionary stories of real-life situations that can be avoided with some pre-planning. This situation is one that can happen to any blended family. ...
7 Health Care Directives & What You Need to Know
An Advance Health Care Directive is a document that every adult should have. There are two main parts of this document, the first part allows you to nominate an ...
Qualifying for Medi-Cal
Our office practices in the area of Long Term Care Medi-Cal Benefits Planning but I want to give a brief overview of Medi-Cal and how to qualify. Medi-Cal Benefits ...
4 Items to Check When Reviewing Your Trust
Although it may seem like a chore it is important to review your estate planning documents regularly. Whether your intentions or your life changes, you want to ensure your ...
Using the Advance Health Care Directive
You have taken the steps to create an advance health care directive. You’ve had a conversation with your agent about when to locate the document and what your wishes ...
Planning for Your Beneficiaries
A common misconception with estate planning is that you need to take a one size fits all approach with your beneficiaries but this is not the case. There are ...
How do I Use a Power of Attorney?
We want to address a practical question we receive fairly often from clients and the family of clients. This question is “If I’m in the hospital what does my ...
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