What Is Joint Tenancy with Right of Survivorship in California?
If you own a home in California, you’ve probably heard the term “joint tenancy” come up when discussing how to […]
Estate Planning
How to Handle Out-of-State Property in a California Estate Plan
You love your California home, but maybe you also own a vacation cabin in the mountains of Colorado, a rental
What You Need to Know About the Medi-Cal Asset Test
Picture this: You spent years building a solid estate plan: a revocable living trust, updated beneficiary designations, and a clear
Asset Protection & Long-Term Care Planning in California
Retiring near the scenic banks of Folsom Lake or among the historic tree-lined streets of Sacramento offers a peaceful reward
Mistakes to Avoid When Modifying Your Will in California
Your will is one of the most important documents you’ll ever create. It reflects your wishes, protects your family, and
Blog, Medi-Cal Planning & Asset Protection
5 Tips For Medi-Cal Planning
5 Tips For Medi-Cal Planning An important part of estate planning involves Medi-Cal planning. Medi-Cal is California’s Medicaid government healthcare program. Medi-cal
Blog, Medi-Cal Planning & Asset Protection
Medicaid Vs. Medi-Cal In California?
One of the most important aspects of estate planning is creating a plan for long-term care in a nursing home.
Common Estate Planning Mistakes Young Families Make in California
When you are raising young children, estate planning often falls to the bottom of an already overwhelming to-do list. Between
How California’s Domestic Partnership Laws Impact Estate Planning
Are You Starting the Estate Planning Process? Before same-sex marriage became legal nationwide in 2015, many California couples sought legal
What Decisions Can You Make with an Advance Healthcare Directive?
Few decisions matter more than how you wish to be cared for when you cannot communicate. California gives residents a