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Estate Planning Blog

12
Jan

How to Fund Your Trust for the Future

If you have created a trust, you have already achieved a huge accomplishment in getting your ducks in a row and ensuring peace of mind for you and your loved ones. However, the creation of your trust is really only the first step in securing your finances for the future.

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23
Nov

Organizing Documents For The New Year

If you feel like you are constantly buried beneath stacks of paper, it may be time to make a change and get organized. The more paper you have stacked on your desk, or hidden away in drawers, the harder it will be to find important documents when needed. Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust. 

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15
Oct

The 4 Stages Of Lifetime Planning For A Special Needs Child

It is normal for any parent of a special needs child to want to plan out their future and give them the best life possible. Figuring out what they will need throughout their lifetime (and making sure they get that) is crucial. Children with special needs require more care and attention as their livelihood takes a bit more planning.

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12
Aug

The College Student Parent Survival Guide

As soon as your child has their 18th birthday, they are legally seen as an adult in the state of California. This change in legal status results in a large shift as to what you can and cannot do as a parent.

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23
Jun

Elder Abuse Awareness & Prevention in Long-Term Care Facilities

Unfortunately, elder abuse is a common occurrence in everyday life, but the threat has increased substantially during the pandemic and could become more frequent due to the lack of visitation opportunities and the stress levels of current situations.

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21
Apr

The Autism Community and the COVID-19 Pandemic

April is National Autism Awareness Month which encourages and promotes acceptance and support for the Autism community throughout the nation. 

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27
Mar

When Should You Update Your Estate Plan?

When should you check if you need to update your estate? If you already have an estate plan in place, it’s a good idea to update it every three to five years. 

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02
Mar

7 Rules for Successfully Advocating for Your "New" Adult Special Needs Child

If you are a parent whose child has special needs, your job as a parent gets more complicated the day they turn 18. On that day they magically become an adult in the eyes of the law.

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06
Feb

3 Things You Need to Know About Medicare and In-Home Care

While it has benefited millions of people, using Medicare can be overwhelming. For many, it may even be difficult to figure out if you qualify for Medicare in-home care and know what is and isn’t covered. 

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10
Jan

Common Misconceptions of Powers of Attorney

There are many misconceptions about what the legal document called a power of attorney does and what it involves. It’s important for you and your loved ones to know what these misconceptions are so you can be prepared for the process of getting a power of attorney as well as how to use it. 

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07
Jan

What is Elder Law & How To Plan for Care in California

To prevent financial pressure due to unexpected long-term care and medical costs, you need to create a plan of action to help you and your family in the future.

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24
Nov

What Is CalABLE And How Can It Help?

CalABLE is a tax-advantaged account where any earnings on funds in the account are tax-free. Distributions are also tax-free, as long as they are used towards disability expenses.

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22
Oct

National Special Needs Law Month and Long-Term Disability Planning

Celebrated every October, National Special Needs Law Month is that time of year when families, caregivers, attorneys and estate planners across the country are encouraged to explore the long-term needs of those who require specialized, ongoing care.

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01
Aug

3 Things Parents Should Know Before Filling Out The School Emergency Card

In this article I want to dispel the common myth regarding the school emergency cards we all fill out at the beginning of each school year.

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01
Jul

Did You Know Eligible Veterans Qualify for Help Paying for Long-Term Care?

There’s an extremely important, but poorly publicized, VA program we wanted to share with you today.

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03
Jun

7 Signs to Look for When Identifying Financial Elder Abuse

If you have an elder in your life, chances are you’ve felt the need to keep an eye out for them. With scams galore these days, it’s increasingly dangerous to trust anyone.

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01
May

Early Long-Term Care Planning on Your Terms

It's not uncommon for families to come to us with an interest in Medi-Cal planning for themselves or a loved one.

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01
Apr

How Not Properly Planning Can Cost Your Special Needs Child Their Benefits Later

Proper planning for a loved one, be it a child or adult, with a disability or degenerative disease is critical to provide for the time when you can no longer be here.

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01
Jan

Filed for Bankruptcy and Expecting an Inheritance? Watch Out!

Recently a client came in to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken. Smart client!

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17
Nov

How to Handle International Assets and Property in Your Sacramento County Estate Planning

Plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep in mind when including foreign property and assets in one’s estate.

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Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.
Christine

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