Digital Assets and Estate Planning
When people establish their estate plan, they often think about their physical assets. However, there’s no doubt we do more and more online each day. ... Read More
Protecting Your Legacy: The Case for Encouraging Adult Children to Establish a Separate Property Trust
As parents, ensuring the protection and preservation of our hard-earned assets for future generations is often a top priority. However, traditional estate planning may not ... Read More
Why Parents Should Consider an Estate Plan for Their “Adult” Children
In most states, when your child turns 18, it might be hard to imagine that little child who once needed you for everything has now ... Read More
Understanding FDIC Coverage on Trust Accounts: A Crucial Aspect of Estate Planning
When it comes to estate planning, ensuring the protection and distribution of assets is paramount. Trusts are a popular tool utilized to safeguard assets and ... Read More
Medi-Cal Eliminates the Asset Test in 2024 for Long-Term Care Medi-Cal: A Game-Changer for Californians
As of January 1, 2024, Medi-Cal no longer factors in assets such as bank accounts, cash, second vehicles, and homes when determining eligibility. This monumental ... Read More
Advance Dementia Directives – A Crucial Element in Estate Planning
In the realm of estate planning, it's essential to consider not only the distribution of assets but also the potential challenges that may arise in ... Read More
A Comprehensive Estate Plan Is Necessary to Make Sure Your Final Wishes Are Carried Out
To be sure your final end-of-life wishes are followed; you must prepare a comprehensive estate plan. Many put off making these plans thinking there is ... Read More
Factors to Consider When Including a Vacation Home in Your Estate Planning
A vacation home is a place where families enjoy their time together. Sharing time and creating memories is the hallmark of such properties, and often ... Read More
