For many, estate planning feels uncomfortable it forces us to acknowledge human limits; that we may become incapacitated mentally or physically; who gets what after we pass away; and what provisions we want taken for end of life care. Facing mortality is one of the hardest things we must do in life, but meeting with…
When you hear estate planning you may think of giant mansions, jets and yachts, or maybe a precious heirloom diamond broach from your great-great Aunt Myrtle. Simply put, estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of your property and assets either during your lifetime…
An Orange County Wills and Trusts Lawyer website has an interesting article about Medicaid Planning. The Medic-Cal Program is a joint venture between California and the Federal Government of the United States, of which Cal-Optima is part of. Medi-Cal is by all measures a huge program. California has one of the largest populations of any…
What is an IEP Plan? An IEP stands for Individualized Education Plan for children who have disabilities. This is a plan that is a contract between the family and the school district that outlines what the child is expected to learn while at the current school. Any child who has a disability is eligible for…
Do I need a Special Needs Trust? A special needs trust is a vehicle that is made for the benefit of special needs children. It gives better support and care than government benefits such as SSI. It also helps you maintain the government benefits that your child may already be receiving. Even if your family…
This is the outline of my California estate planning seminar presentation at the December 12-13, 2013 NBI Seminar in San Francisco on” Estate Planning from A to Z.” It will be delivered to estate planning professionals, but the information should be helpful to everyone. NBI ESTATE PLANNING FROM A TO Z December 12-13, 2013 KEY…
