IRS To Provide Free Tax Prep Software – Is it For You?
It’s been a long time coming, but this year, for the first time, the IRS will provide Free tax prep...
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May 9, 2023
Estate Planning, Irrevocable Trust, Revocable Trust, Trusts
Estate Planning, Irrevocable Trust, Revocable Trust, Trusts
What are the differences between revocable and irrevocable trusts?
You have probably heard of a trust before, but did you know there are two kinds of trusts - Revocable...
February 2, 2023
Medicaid / Medi-Cal Planning
Medicaid / Medi-Cal Planning
Medicaid Planning & Applications
Long-term care costs are exorbitant, and Medicaid is the primary way that individuals are able to pay for long-term care....
January 26, 2023
Medicaid
Medicaid
DOES THIS MEDICAID PLANNING STRATEGY MAKE SENSE?
In a bid to qualify for Medicaid Benefits, some seniors may consider gifting large assets, such as their homes, to...
June 3, 2020
Elder Law, Estate Planning
Elder Law, Estate Planning
The Difference Between Estate Planning and Elder Law
We are often asked about the difference between estate planning and elder law. Although we believe that the two go...
May 20, 2020
Elder Law, End of Life Planning
Elder Law, End of Life Planning
It’s Time To Have “The Conversation” With Your Loved Ones
If you haven’t had “the conversation” yet with your adult children, it’s time. For adult children, this is the conversation...