What is an ABLE Account? (Part One of Two Parts)
Disabled California residents may now open savings accounts without jeopardizing means-based benefits, such as Supplemental…
4 years ago
Blog
048: The Elder Care Journey – Part 2: Incapacity Planning
Big Three from Episode #048: A written estate plan is critical when it comes to…
4 years ago
Do I need to include my music in my estate plan?
Rusty stared at the estate planning attorney, perplexed. “Why do you need a list of…
4 years ago
047: The Elder Care Journey – Part 1: Different Types of Elder Care Explained
Big Three from Episode #047: The elder care journey is when a loved one starts…
4 years ago
046: How to Get Your PPP Loan Forgiven
Resources/Tools/Links Mentioned in This Episode: Strategic CFOs [Ad] A lot of time and effort goes…
4 years ago
An Option for Seniors Who Cannot Afford Their Property Taxes
The California State Controller’s Office administers the Property Tax Postponement program that allows eligible homeowners…
4 years ago
045: California Exit Strategy: Trends, Moving Planning, and More
Big Three from Episode #045: Moving isn’t just about logistics. It’s also about being mentally…
4 years ago
044: Estate Administration: Executor & Trustee Dos & Don’ts
Navigate the Administration of a Family Member’s Trust with Ease The job of a trustee…
4 years ago
Why Was My Medicare Premium Assessed a Surcharge?
Alicia stared at the statement that had been arrived in the mail. “This can’t be…
5 years ago
043: Empowering the Disabled with Independence
Big Three from Episode #043: Special needs persons can find affordable housing through HUD that…
5 years ago