Family Transition

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111: How Does the Special Olympics Change Lives Outside of Sports?

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• Trustee
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Whom Should We Name as Trustee of Our Child’s Special Needs Trust?

• Estate Planning
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• Federal Taxes
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• Property Tax
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104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?

• Asset Protection
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
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101: What Does My Family Need to Know About My Estate Plan Before it’s too Late?

• Care Decisions
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• Financial Advisor
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• Special Needs Family
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095: Special Needs Care Planning: It’s About More Than Just Legal Documents

• Beneficiaries
• Beneficiary Designation
• Current Events
• Decision-Making
• Elder Law
• Emergency Planning
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• Estate Planning
• Family Care
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• Irrevocable Trust
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• Succession Planning
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• Trustee
• Trusts

New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…

• Asset Protection
• Baby Boomers
• Beneficiaries
• Distribution of Assets
• Elder Law
• Emergency Planning
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• Estate Organizer
• Estate Organizing
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• Loans to Irrevocable Trusts
• Probate
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• Uncategorized
• Wills

Why Do I Have to File a Probate if My Family Member Had a Trust?

In California, owning assets in a revocable trust enables your family to avoid probate, a…

• Aging in Place
• Baby Boomers
• Care Decisions
• Caregivers
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• Medi-Cal

Significant Changes Coming to Medi-Cal

The Aged and Disabled Medi-Cal program pays for long-term care in a skilled nursing facility…

• Care Decisions
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• Dementia
• Disability
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• Home Care Assistance
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• Memory Care

Can Medi-Cal Pay for Dementia Care?

We work with so many families who are struggling with dementia. Understanding how to deal…

• Alzheimer's Disease
• Care Decisions
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• Community
• Dementia
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• Mental Health
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• Uncategorized

073: Fading Memories