by Marivel Zialcita - Attorney at Law | Jan 7, 2026 | Estate Planning & Living Trusts
Quick Summary: The “Redmond O’Neal” Strategy StrategyHow It WorksBest For…Spendthrift TrustPrevents heirs from selling/pledging future inheritance. Blocks creditors.Heirs with debt or high liability risks.Discretionary TrustTrustee has 100%...
by Marivel Zialcita - Attorney at Law | Dec 27, 2025 | Elder Law & Medi-Cal Planning
Quick Summary: 2026 Medi-Cal Recovery & Asset Rules RuleStatusImpact for 2026Asset LimitREINSTATEDAs of Jan 1, 2026, the limit returns ($130k for individuals).Estate RecoveryUnchangedRecovery is generally limited to assets in your probate estate.Look-Back...
by Marivel Zialcita - Attorney at Law | Sep 20, 2018 | Estate Planning & Living Trusts
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...
by Marivel Zialcita - Attorney at Law | Sep 17, 2018 | Estate Planning & Living Trusts
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...
