Insurance

• Advance Directives
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What’s In Your Medical Records?  The Importance of Doctor’s Notes to Support Long-Term Disability Claims Under ERISA

There are several kinds of disability income benefits available to a worker who becomes unable…

• Advance Directives
• Estate Planning
• Insurance
• Power of Attorney
• Real Estate
• Uncategorized

FIRE! Are You Prepared?

On October 8, 2017, a series of fires started burning across our state, destroying over…

• Asset Protection
• Beneficiaries
• Estate Administration
• Estate Planning
• Executor
• Finances
• Health Care
• Inheritance
• Insurance
• Long Term Care
• Medi-Cal
• Medicaid
• Medicare
• Professional Fiduciary
• Special Needs Planning
• Trust Administration
• Trustee
• Trusts

Special Needs Planning – Making the Trust Work Over Many Years – Part 2

• Advance Directives
• Business Planning
• Digital Assets
• Finances
• Insurance
• Power of Attorney
• Real Estate
• Trusts
• Wills

When Disaster Strikes, Be Prepared!

Chuck Meiers was nestled in his bed when the call came. “Is this Charles Meiers?…

• Asset Protection
• Baby Boomers
• Beneficiaries
• Distribution of Assets
• Estate Planning
• Estate Taxes
• Inheritance
• Insurance
• Probate
• Probate Administration
• Tax Planning
• Trusts

The Importance of Life Insurance Trusts

  The proceeds of a life insurance policy are included in the insured’s taxable estate…