Focused And Personalized Attention Concerning Your Estate Planning Needs
A Sacramento resident must decide for himself what estate planning documents he wants to execute to ensure that his affairs will be managed to his expectations in the event of his incapacitation or death. As such, readers are asked to speak with their estate planning...
For some people in California, estate planning is very simple. The cornerstone of their estate plan is a simple will containing instructions as to how their assets should be distributed upon death. Combined with a durable power of attorney to provide some protection...
Sooner or later many families in California will have to face the reality that aging loved ones are no longer able to manage their own financial affairs. Research has shown that an individual's ability to make financial decisions peaks at about age 53. A person's...
Probate refers to the court-supervised process of distributing a person's assets after they have died. In California, the probate court handles cases in which a person died "testate," or with a will, or "intestate," without a will. If the person left a will, their...
Many Americans welcome the new year with thoughts and expectations of good health, wealth and success. It is also important during these times to not just consider the immediate future, but long-term goals as well. When do you want to retire? Will you be ready to...
Although our current president-elect campaigned on promises to fight for blue-collar workers, one of his major policy proposals will likely benefit only a few very wealthy individuals. The repeal of the combined federal gift and estate tax is a cornerstone of the...
When an individual becomes mentally or physically incapacitated, they often have difficulty performing basic tasks like paying bills or balancing their checkbook. Older individuals may become incapacitated due to Alzheimer's disease or some other form of dementia....
For many people in California, passing on treasured family heirlooms and sentimental property is an important part of estate planning. But, according to a recent news story, many members of the so-called "millennial" generation are not particularly interested in...
Avoiding probate has long been an important goal for those preparing an estate plan in California. Probate refers to the process of administering a deceased person's estate through the state court system. In California, the process can take months or even years. It...
For more than two decades Medi-Cal, California's state Medicaid program, has had the right to assert claims against the estates of people who received Medi-Cal benefits when aged 55 or older. Avoiding a Medi-Cal recovery has been a major estate planning priority for...