Estate Planning

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Heggstad Petitions – What are they and how are they useful?

History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…

• Estate Planning
• Estate Taxes
• Federal Taxes
• Financial Planning
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105: AB Trusts: Do You Have One? If So, Do You Still Need One?

• Aging in Place
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New Year’s Resolutions for Seniors Wishing to Age in Place

Welcome to 2023! It’s the start of a new year, a new month, and it’s…

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• Wills

When is a Discharge from a Nursing Home Proper?

• Asset Protection
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101: What Does My Family Need to Know About My Estate Plan Before it’s too Late?

• Advance Directives
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• Veteran's Benefits
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MyHealthAngel Webinar: Top 6 Legacy Planning Questions

• Buying a Home
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All About Taxes with an Estate Planning Flair: Part III

In Part I of this series on taxes, we discussed federal taxes, and in Part…

• Advance Directives
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098: What Are the Top Ten (Plus) Estate Planning Myths?

• Advance Directives
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Legacy Planning 101: Legal Legacy Planning Q&A

• Beneficiaries
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All About Taxes with an Estate Planning Flair: Part II

In Part I of this series on taxes, we discussed federal taxes. For Part II,…