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Serving California in a Virtual Setting
Plan Ahead When It Comes to Inheritances and Medicaid

Plan Ahead When It Comes to Inheritances and Medicaid

Medicaid and inheritances are tricky areas to navigate, and mistakes can cost you a lot of money. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully…

The Cost of Health Care Can Be Challenging

The Cost of Health Care Can Be Challenging

Thanks go out to those who care for the sick, and to those who support them. At the same time, we should be skeptical of bills we may be presented for that care. The struggle to contain healthcare costs in…

Planning Your Estate: What You Need to Know

Planning Your Estate: What You Need to Know

While estate planning may seem exclusive to the very rich, an estate is simply the aggregate of property that an individual owns, and nearly everyone owns something. Property ownership includes individual as well as jointly owned bank accounts, stocks and…

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