Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients The Corporate Transparency Act…
2 years ago
Exempt Assets
Is an ABLE Account Right for Every Disabled Person? (Part Two of Two Parts)
The passage of the U.S. Achieving a Better Life Experience Act of 2014 (ABLE) enabled…
6 years ago
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…
6 years ago
Why Californians Might Have to Pay Hawaiian Estate Taxes
Many people set up estate plans because they are concerned with having to pay estate…
6 years ago
Save Your Receipts! Medi-Cal Eligibility Requirements
When applying for Medi-Cal assistance for long-term care in a skilled nursing facility, our clients…
7 years ago
2019 Medi-Cal Resource Updates
The California Department of Health Care Services recently announced new Medi-Cal resource numbers for 2019.…
7 years ago
Medi-Cal Eligibility (con’t.) – The Plan
This is another installment in our series on Medi-Cal planning. In this blog post we…
8 years ago