Articles
Need tips, advice or information related to Estate Planning and similar legal topics? Want to be in the know on the latest news that impacts you? Check out these articles shared by MMZ to keep you informed of changes and information that impacts your legacy.
Understanding the Difference Between General and Limited Conservatorships
Conservatorships are a safe way to provide for the needs of adults who are unable to care for themselves in one or multiple ways. In California, two types of conservatorships are recognized: general and limited. There are significant differences, so it’s important to...
Care for Your Disabled Loved Ones with a Special Needs Trust
Parents and family members of people with special needs have extra considerations to take into account while planning their estate. If an individual depends on Medi- Cal, SSI, or other public services for their daily needs, simply naming them as a beneficiary of an...
Were You Named An Executor? 6 Responsibilities You Now Have
The court has appointed you as executor of a loved one’s estate. This is a significant honor and responsibility. As the executor of an estate, you are responsible for maintaining the estate, preparing it for distribution, and ensuring that distribution is done...
4 Reasons to Have a Revocable Living Trust
When you begin planning your estate, you may wonder which documents and planning tools will best provide for your family and allow you to maintain control of your own assets. While many people start by considering a Will, the benefits of a revocable living trust could...
Medi-Cal Eligibility: What You Need to Know
Medi-Cal is California’s implementation of the Medicaid program. This program is set up to help those in need get the medical care they need without breaking their budget. While this program is commonly focused specifically on the poor, that is not always the case....
Estate Planning 101: Understanding the Various Powers of Attorney
A Power of Attorney is a common legal document used in estate planning. There are several different types of Powers of Attorney that can be used, and choosing the right one is essential for achieving your goals. This blog post identifies the various different types of...
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Do Disability Benefits Continue After Death?
Once a loved one dies, a family is not only consumed with grief, they must also deal with many practical financial matters, especially if one spouse is still alive. If one spouse passes away leaving a surviving spouse, there are numerous financial changes that could have major repercussions for the entire family. Perhaps most important […]
Where Wills May be Kept
On August 16, 2018 Aretha Franklin, the Queen of Soul, passed away in Detroit, Michigan at the age of 76. The legendary singer left behind four children and surprisingly, absolutely no will. Aretha Franklin became one of the 64% of Americans who pass away without a will each year. Though it is possible that a […]
Advice for Challenging an Executor
When your loved one and his or her trust and estate lawyer create a will, an individual is named to administer the estate. This person, commonly referred to as an executor, will make sure that the estate’s debts are paid and that bequests are distributed as outlined in the estate plan. While in most cases, […]
Tips for Protecting Loved Ones from Financial Abuse
As the population of senior citizens in the United States continues to grow, so does the number of fraud complaints. The United States Justice Department has taken a hard stance against those who specifically target the elderly for fraud, but unfortunately hundreds of arrests and charges have not completely eradicated the problem. Not only does […]
Three Expensive Estate Planning Mistakes
After spending a lifetime building wealth to leave to their heirs, many people fail to take the time to create a basic estate plan that ensures their assets are distributed in a manner in which they would approve. While those who do remember to create an estate plan ensure that their beneficiaries have an idea […]
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