estate planning
Same As It Ever Was: Medi-Cal Asset Limits Return in 2026
The return of Medi-Cal's asset test: Why your home remains exempt and how a MAPT can secure your future.
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estate planning
estate planning
Your Dad is a Joint Tenant on Your California Home: Now What?
Proposition 19 and the California joint tenancy rules.
estate planning
California Joint Tenancy and Property Tax Reassessment: Rules, Exceptions, and the Impact of Proposition 19
In light of Proposition 19, knowing the California joint tenancy rules is more important than ever.
estate planning
Lord Voldemort, Money and Your Kids
Set an example of good money management and your kids will follow.
estate planning
Charles Dickens and Estate Planning
Learn important estate planning lessons from Charles Dickens' David Copperfield to protect your assets and loved ones from fraud and undue influence.
estate planning
Top Ten Estate Planning Mistakes
Discover the top ten estate planning mistakes so you can avoid them and make sure your estate plan actually works.
estate planning
Your Estate Plan Will Have a Big Impact - Choose the Good Guys
Choose beneficiaries wisely in your estate plan to make a meaningful impact. Consider close relationships to ensure your legacy benefits the right...
estate planning
The Benefits of Naming a Charity as Your IRA Beneficiary and How To Do It
Name a charity as your IRA beneficiary to maximize tax benefits and streamline trust administration. Learn how to do it effectively and avoid common...
estate planning
You Need Life Insurance
Ensure your family's financial security with life insurance. Learn why term life policies are essential for peace of mind and protecting your loved...