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 ...

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 ...

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 ...