We’re setting sail on a voyage through some choppy waters of four estate planning horror stories. Trust me, these tales you don’t want to be a part of. 🚢💀 The Incapacitated Spouse and the Reverse Mortgage Debacle Emily and Jack have been married for decades. Unfortunately, Emily became i...
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Let’s talk about something people often brush under the rug: estate planning. Now, before you scroll away thinking: “I don’t have an estate” or “The bank owns my house” or even, “That’s for the Jeff Bezoses or Elon Musks of the world” – hang on a sec. Estate planning isn̵...
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When a spouse is disabled and has qualified to receive Medi-Cal (California’s Medicaid program), what happens if the “well” spouse dies first? Medi-Cal is a “needs based” program. That means there are strict income and asset requirements. A person applying for and receiving Medi-Cal must have less t...
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One of the most difficult decisions you may face is choosing the person who will speak on your behalf when it comes to financial or health care decisions or raising your children if you can’t speak on your own behalf. In fact, this is where most people get stuck in the estate planning process – [&he...
Read moreWhat would you think if you received an estate plan as a gift? Would you be pleased? Or freaked out? I’m an estate planning attorney, so I may be a bit biased, but I think it is a great gift. Here’s why. Intestate Succession – California (or Your State)’s Plan for You Did you know […]
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Estate planning is often associated with death. But it’s just as important for your plan to address incapacity associated with illness, injury, advanced age or other circumstances. Unless you specify how financial and health care decisions will be made in the event you become incapacitated, there’s ...
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