If you’re someone who updated their trust five or ten years ago, you might be wondering if it’s time for a refresh. Are there new legal changes that affect your trust? Or perhaps changes in your family circumstances that necessitate you [...]
Navigating Special Needs Estate Planning: A Guide for Families As parents or guardians of children with special needs, it's natural to have concerns about our child’s long-term wellbeing, especially if they're facing challenges due to conditions like autism or mental health [...]
Medi-Cal Income Limits and Eligibility in 2023: A Year in Review As we approach the end of 2023, it's the perfect time to reflect on the significant shifts that unfolded in the Medi-Cal landscape this year. With each passing month, we [...]
Right of Occupancy vs Life Estate in California Estate Planning Living in the vibrant Bay Area is a dream for many of us. It’s stirring with energy, charm, great weather, and endless opportunities. However, amidst its loveliness, the escalating cost of [...]
Navigating Estate Planning for Blended Families: Essential Tips to Consider Families come in all forms—nuclear, extended, and yes, blended. For those who have a “bonus” sibling or parent due to remarriage, the experience is both enriching and complicated. If you’re one [...]
How to Make Gifts to Disabled Individuals in 2023: Thank You for the Gift, Rich Auntie! Ah, the classic rich Auntie—she’s got a heart of gold and a wallet to match. She’s the family legend, the one who makes holidays brighter [...]
Who Should I Name as Guardian? A Guide to Guardianship in Estate Planning As parents, we often find ourselves planning and preparing, always striving to provide the best for our children. But we can also worry: "Who will be there for [...]
Decoding Trust Clauses in California: A Guide to Understanding Common Trust Provisions Navigating the world of estate planning can be a labyrinth of legal jargon and complex clauses, especially if you’re unfamiliar with legal jargon meaning, common trust provisions, or the [...]
Government assistance programs like Medi-Cal, Social Security Disability Insurance (SSDI), and Section 8 housing are essential safety nets for individuals with disabilities or low incomes. Yet navigating the income limits for Medi-Cal, SSDI, and Section 8 housing benefits can be a [...]
Demystifying the Legal Jargon Behind AB Trusts and Understanding Their Role in Estate Planning If you've been exploring the world of estate planning, you might have stumbled upon terms like "AB split" or "AB trust" and wondered what they mean. The [...]