062: Hiring Home Caregivers: Know the Law
Big Three from Episode #062: It’s important to understand wage orders and necessary laws.Know how…
4 years ago
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061: Keys to a Successful Transfer of Wealth
Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth…
4 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
4 years ago
060: Navigating the World of Senior Living Communities
Big Three from Episode #060: Finding out what's important to people – who they are…
4 years ago
2021 Medi-Cal Resource Updates
The California Department of Health Care Services recently announced new Medi-Cal resource numbers for 2021. In All…
4 years ago
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
4 years ago
059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
4 years ago
058: The Importance of Guardianship in Your Estate Plan
Big Three from Episode #058: Parents can nominate someone for guardianship, but only the judge…
4 years ago
057:Estate Tax Returns: Why You Might Want to File Anyway
Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that…
4 years ago
Why You Should Consider Your Digital Assets in Your Estate Plan
When people write down their assets in conjunction with their estate planning, they often overlook…
4 years ago