California Special Needs Trusts: What You Need to Know from Scott Schomer Special needs is a broad term that includes healthcare services, as well as, [Read more…]
Presentations
Spend Down: How to Become Eligible for Medi-Cal in California
Medi-cal Spend Down: How to Become Eligible for Medi-cal in California from Scott Schomer The purpose of Medi-Cal is to provide medical care assistance to [Read more…]
Avoiding Federal Estate Taxes
Avoiding Federal Estate Taxes from Scott Schomer A living trust does not save on taxes because you retain the ability to amend or revoke the [Read more…]
Is Conservatorship Right for Your Loved One?
Is Conservatorship Right for Your Loved One? from Schomer Law Group When a loved one has become incapacitated in some way, it may be necessary [Read more…]
IRAS and Retirement Planning
IRAS and Retirement Planning from Scott Schomer A traditional IRA is funded with what is referred to as “pre-tax” dollars. That simply means that you [Read more…]
All You Need to Know About A Durable Power of Attorney
All You Need to Know About A Durable Power of Attorney from Scott Schomer When you create a general power of attorney, you are providing [Read more…]
How Intestate Succession Works in California
How Intestate Succession Works in California from Schomer Law Group When a person dies without a will, there are specific laws in each state that [Read more…]
Living Wills: A Primer
Living Wills: A Primer from Scott Schomer Living wills include legal documents such as Do Not Resuscitate orders or DNRs. Here is what you should [Read more…]
Not Everyone Can Make A Will
Not Everyone Can Make A Will from Scott Schomer In most states it is presumed that the testator has the necessary mental capacity to make [Read more…]
What You Need to Know About Online DIY Wills
What You Need to Know About Online DIY Wills from Scott Schomer There are a few limited situations where a do-it-yourself will may be sufficient [Read more…]