Are you facing the challenging task of estate planning for a family that includes both neurotypical children and children with special needs? Understanding how to navigate the difficult special needs estate planning landscape effectively is crucial. Estate planning is a critical [...]
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 [...]