Before we get to the specific subject of this blog post, we should explain why Medi-Cal may be relevant to you when you are a senior citizen. If you
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Another Type of Medi-Cal Planning
Generally speaking, in the elder law/estate planning field, the term “Medi-Cal planning” is used to describe a very important strategy. To provide a
Charitable Giving Can Enhance Your Legacy Plan
Legacy planning can be described as a more comprehensive approach to the estate planning process, and it is something to take into consideration if
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses
Probate, Living Trusts & Heggstad Petitions: Part 3
This is the final post in a three-part series that started out explaining some facts about the probate process.To recap, if you were to use a will
Probate, Living Trusts & Heggstad Petitions: Part 2
In our previous blog post, we explained some of the ways that the full process of probate can be avoided through the utilization of some shortcuts
Probate, Living Trusts & Heggstad Petitions: Part 1
A lot of people are under the impression that inheritors receive their bequests in a timely and efficient manner when a will is used as an asset
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a
The Questions of Estate Planning, Part 6: Why
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses
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