For individuals or families who wants to protect themselves and their loved ones andÂ retain some control over their lives and their possessions.Â YourÂ custom estate plan answers those “What happens if…” questions.
Our lawyers create a trust-based plan which includes, Wills, Health Care Directives and Powers of Attorney so that you know you are well taken care of in addition to your assets.Â All non-real estate asset transfers will be handled by you, with unlimited guidance and support from us.
For the individual or family wanting the total assurance and peace of mind of the Foundational Plan AND also wanting the comfort of knowing that all asset transfers have been taken care of by our office. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care. We do it all for you.
For the individual or family exposed to Federal Estate Taxes and having a need for enhanced asset protection. Integrated planning involves review with financial, legal or accounting advisors to determine whether a family may benefit from our services and that there is a proper fit between you and our firm. We analyze, test and challenge combinations of planning theories and strategies for the allocation, distribution and protection of your assets.
While disability planning, retirement planning, and special needs planning can be ‘top of mind’ issues for boomers or older seniors, there are two additional essential estate planning needs that are not directly tied to the economy. These two concerns, if not addressed adequately, are responsible for a lot of family [...]
The maximum amount that a Veteran or Surviving Spouse who is eligible for Aid & Attendance will receive a 1.7% cost of living increase in 2013. Here are the new rates: Max. Annual Max. Monthly Pension Rate Pension Rate Status (Income Limit) (Income Limit) Single Veteran $20,772 $1,731 Married Veteran [...]
Panel discussion re the new draft Medi-Cal regulations and how they will affect everyone in the elder care community.
We have just received notice of the amount of the 2012 increase to the Aid & Attendance benefit.Â Starting in January, married Veterans can receive up to $2,019/mo. in reimbursement for unreimbursed medical expenses.Â Single Veterans can receive up to $1,703/mo.Â And Surviving Spouses may be eligible for up to $1,09 [...]
So what can I share with the adult children of my clients who are looking for a bit of financial relief?
Most Americans have never discussed what should happen when they die. There are many decisions to make, yet they have very little help in making those decisions. Studies show that more than 90% of Americans believe that pre-funding their funeral is a good idea, yet only 12% have done it. Studies also show that elder law and esta [...]
There are unique planning requirements for families with children, grandchildren or other family members (such as parents) with special needs. However, a lot of misconceptions exist in this area that result in costly mistakes in planning for special needs beneficiaries. In this post we will cover the three most common mistakes r [...]
Medi-cal (called Medicaid in states other than California) planning can be divided into two types based on urgency: pre-planning and crisis planning. Pre-planning is for those individuals who have not yet begun to spend their assets on private care, but may need to in the coming years. Crisis planning is for those individuals us [...]