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If you have the expectation of receiving long-term care as you age, then a Medicaid trust might be useful. Medicaid, if granted and used, enables you to protect your savings and retirement funds. During estate planning in California, it's important to plan for your...
As a resident of California, your estate plan can legally consist of a diverse number of trusts. Trusts are flexible by nature, yet there are specific trusts for special needs, medical care or life insurance policies. Since you can write up a trust for any strategy...
When someone ages or comes face-to-face with concerns over mortality, they might start taking long-overdue estate planning steps seriously. With detailed and thoughtful estate planning, a person could make things less stressful for their surviving heirs. The...
Writing a will represents an important part of estate planning. Once signed, the legal document remains in effect until the testator decides to change it. And yes, someone can change a will under California law. Changes in either someone's life or relationships affect...
Estate planning assigns your personal assets to certain beneficiaries and inheritors. Your privacy in California, however, isn’t established solely by having an estate. Holding high-worth assets in your portfolio often calls for privacy. Keeping the exact worth of...
Some California residents write a will, stick it in a drawer and forget about it, but the truth is that estate planning is a process. Whenever you have a major life event, it's a good time to revisit your estate plan. The birth of a child, marriage or divorce will all...
A holographic will is one that the testator writes themselves by hand. California residents should understand that while it's legal to write a will this way, it's not like other wills. For example, California state law requires that wills be signed in the presence of...
A living will is a document that provides guidance on how to manage someone's health care. This is necessary when an incident, such as a stroke or brain damage, results in a person's severe physical and mental incapacitation. The reasons to create a living will in...
Writing a will seems like an easy task. Several legal document resources provide templates for would-be testators. While such resources may be convenient, they might not always provide clarity regarding California laws. A last will and testament remains subject to...
There is an unfortunate myth about estate planning: It is only appropriate for seniors or the elderly. While estate planning is unquestionably important for this age group, the truth is that all of us need to plan our estates and get our affairs in order regardless of...
