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Legal Articles, Estate

Rental Property and Medicaid

Rental Property and Medicaid

Low Cost Medicaid Applications

Low Cost Medicaid Applications

Estate Planning Gone Wrong

Estate Planning Gone Wrong

Spousal Refusal in Medicaid Planning

Spousal Refusal in Medicaid Planning

Some Reasons to Create a Living Trust in California

An outline of some of the reasons it is important for California residents to create a living trust.

2019 Medicare Advantage Plans Incorporate Long Term Care, Aging in Place Benefits

Medicare Advantage Plans are cautiously incorporating benefits that aid in Aging in Place planning

5 Steps To Help You Transition Control of a Parent’s Finances

I am called upon frequently to assist my clients with overseeing a parent’s finances as the parent grows older.

A Family Estate Plan – A Wonderful Resolution for the New Year!

Finally, you have decided to tackle one of the most important family matters – your Estate Plan. This blog will review the three basic estate planning documents:

What Does a Financial Planner Need to Know About Estate Planning?

In our practice, we talk and work with numerous financial advisors. When an advisor speaks with us, he or she generally knows about estate planning – it’s just the nature of the business.

3 Concepts That You Need to Know When Setting Up an Estate Plan Trust

Trusts are one of the cornerstones of Estate Planning. Trusts are a very flexible concept with multiple uses which are developed and tailored to each family and their respective needs.

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