skip to Main Content
Serving California in a Virtual Setting
A Guide to Creating a Living Will

A Guide to Creating a Living Will

Frequently called a living will, an advance health care directive specifies what action you want medical professionals to take in the event that you are incapacitated. A living will is crucial for all adults because accidents or a sudden onset…

The Importance of Estate Planning for Seniors

The Importance of Estate Planning for Seniors

Americans over the age of 65 establish wills and estate plans at a faster rate than their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71,…

Special Needs Trustee Selection

Special Needs Trustee Selection

Trusts set up for loved ones with disabilities are typically supervised by the grantor (the individual who creates and funds the trust). However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit…

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…

Back To Top