Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
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Trust, Estate and Long-Term Care Planning When a Spouse Becomes Disabled Even though your current estate plan is still valid and has not expired, it typically only serves as a death plan, and not as a long-term care plan. You will need an estate plan that fully addresses your spouse’s new health care needs and the associated costs. -
A big Happy Thanksgiving to you and your family! Josh and I really think a lot about the families who come to us for help, either for their estate planning needs, or just because they need someone to talk to about life's ups and downs. -
Best Practices for Disinheriting a Family Member (And Other Alternatives Available to You) Choosing who you want to inherit from you when you pass away is not always an easy task. While many people wish for their assets to go to their family members, others absolutely do not. -
Achieving Certainty During Uncertain Times: How to Plan for the Long-Term When Your Child Has Autism A California Department of Education study found that about 1 percent of all children enrolled in the state’s public schools are diagnosed with autism. -
Estate Planning Considerations for Blended Families Just like natural families, blended families have many different dynamics that need to be addressed. -
When to Update Your Family’s Estate Plan So when should you give your us a call to update your estate plan? Anytime you experience one of these life changes you need to update your existing plan. -
Three Reasons Why Giving Your House to Your Children Isn't the Best Way to Protect It From Medicaid If you want to protect your home from this recovery, you may be tempted to give it to your children. Here are three reasons not to: -
Legal 'Must-Do's' Before Leaving Your Kids in Someone Else's Care Before you leave your child in someone else's care, there are legal considerations you should address. Here are 5 Legal Must-Do's before leaving your kids in someone else's care, or before you commit to caring for someone else's child: -
Fear of Losing Home to Medicaid Contributed to Elder Abuse Case Don't let a fear of Medicaid prevent you from getting your loved one the care they need.