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 figure out which option is best suited to your unique situation. What Is a General Conservatorship? General conservatorships are often used for Read More

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 estate can cause them to lose their eligibility for these services. Creating a Special Needs Trust, also known as a Supplemental Needs Trust, can benefit Read More

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 according to the decedent’s final wishes. Now that you’ve been named executor, get ready to take on these duties. 1. Locating and Caring for Assets You Read More

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 make it the ideal estate planning tool for you. 1. Your Family Can Avoid Probate Perhaps the most significant benefit of a living trust is how it Read More

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. Understanding the eligibility requirements for Medi-Cal will help ensure you can get the benefits you are entitled to. Eligibility Based on Income Anyone Read More

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 Powers of Attorney documents and when they should be used. Non-Durable Power of Attorney A non-durable Power of Attorney is set up to remain in Read More

Documents to Include in an Estate Plan

When the time comes to make an estate plan, most people fixate on writing their wills. While having a will is important since it ensures property is transferred in a manner that you approve, it is not the only thing that you need to worry about. To protect your family and your legacy it is important that you know what documents to include in an estate plan. Failing to include certain documents can create problems for Read More

Signs of Financial Elder Abuse

Recently the oldest veteran in the United States was the victim of identity theft, leaving the 112-year-old man with a seriously depleted bank account. Sadly, strangers are not the only people taking advantage of our nation’s senior citizens. One of the most underreported forms of elder abuse occurring today is financial abuse and exploitation. Older citizens who must rely on their adult family members and Read More

Tips for Updating an Estate Plan Before the Birth of a New Child

Actress Brigitte Nielsen recently made headlines after announcing that she and her current husband are expecting a child. Best known for her roles in Red Sonya, Beverly Hills Cop, and Rocky IV, this 54-year-old actress has four other children. Though some were surprised by the announcement, the average age of mothers throughout the world has steadily increased as the overall standard of maternal healthcare continues Read More