Monthly Archives: June 2023
Protecting Assets From Medi-Cal Recovery
California’s Medi-Cal program is a great program where the state can assist the elderly in the expenses needed, related to medical treatment, managed care and nursing home care. The program allows those who otherwise couldn’t afford it, to get medical, nursing home and similar care. The problem however, is that after the recipient passes,… Read More »
Joint Property Ownership Can Be An Estate Planning Tool
When it comes to estate planning, many of us think of going to an estate planning attorney and doing up an entire estate plan. But many people don’t realize that one part of estate planning happens before you actually make an estate plan: it’s when you buy property. That’s because buying a home or… Read More »
Keeping Inheritances Out Of Creditors’ Hands
Let’s say that you want to leave money or assets to someone in a trust. There’s one problem: The person you are leaving the assets to, has or may have, a lot of creditors. The last thing you want is for money that you leave to this person, to be taken by his or… Read More »
Unclear And Subjective Trust Conditions Can Lead To Legal Problems
Many of us will be left an inheritance in a trust, or we will create a trust for the benefit of our friends or family members. And with that trust will come terms and conditions for the distribution of those assets. A trust can have many conditions or goals to be met, before the… Read More »