In: Assets
NEW Medi-Cal Laws
January 12, 2017Effective January 1, 2017 Medi-Cal Recovery (SB 833) For Medi-Cal recipients who die on or after January 1, 2017, there are…
Read MoreUtilize a Living Trust as Asset Protection from Medi-Cal Claims
September 14, 2016In a new law to go into effect January 1, 2017, a Living Trust may be utilized to protect assets from…
Read MoreContractual Theft
August 1, 2016As indicated in an article I wrote on May 3, 2016 regarding the withholding of death benefits by insurance companies, there…
Read MoreLiving Trust Schedules of Assets Ultimately Important
May 3, 2016If you saw 60 Minutes on CBS Sunday night you had to be astounded by the absolute greed and thievery of…
Read MoreWhy Living Trusts are Failing in California
October 27, 2015Have you ever heard of a situation in which a son or daughter lost their inheritance in a divorce, lawsuit or…
Read MoreWhat To Do Before And After The Death Of A Spouse Or Parent
April 26, 2013A Step By Step Approach Part I When it comes to taking care of estate planning business, most clients are paralyzed…
Read More