Medi-Cal, which is California’s Medicaid program, has been in place for almost 60 years; during this time, it has gone through a number of changes. In 2024, some significant changes occurred that will make it easier for people with disabilities to [...]
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 [...]
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 [...]
Estate planning is not just a legal formality; it’s a way to ensure that your family is well taken care of after you’re gone. When mental health challenges are part of the equation, estate planning takes on an added layer of [...]
When the trust creator dies, the successor trustee must handle the trust administration. As the trust successor, you'll have specific tasks to perform. And you may be wondering: do you need a trust administration attorney for this process? My answer: Yes. There are many [...]
Your Estate Planning Checklist guides through planning for what happens next. You've given so much to care for your loved one with unique needs. Our easy-to-follow downloadable estate planning checklist helps you determine what happens next. Follow this [...]
What happens to your estate when you're gone, and how will your loved ones inherit from you? In California, laws regarding estate planning dictate the parameters of how you can set up your plan and the tax consequences. See what's changed. [...]