Over the years, I’ve seen lots of people regret what they did with their inheritance. Regrets over how their inheritance was spent or how it was invested or how it was taxed or who gained access to it. Regrets over who will inherit it. And regrets about what happened to their inheritance in a divorce. … Continue reading Planning How to Improve Your Life with Your Inheritance
If you have pets, consider including them in your estate plan. In doing so, your documents can address: Who will take your pets if you die or become incompetent? Who will find them a good home? How will the costs of your pets be handled? Regarding who will take your pets or who will find … Continue reading Planning for Your Pets
We recommend that you review your estate plan every year to ensure it accurately reflects your wishes. In reviewing your estate plan in 2021, ask yourself the following questions to determine whether your plan is current or whether it needs to be reviewed and updated: 1. Has your health, finances, family situation, or your inheritance … Continue reading Top 10 Reasons to Review Your Estate Plan in 2021
California Advocates for Nursing Home Reform (known as “CANHR”) is a highly respected California nonprofit with a plethora of excellent educational resources about Medi-Cal payment of long term care. If you want to learn more about how the Medi-Cal program (known as Medicaid in the other 49 states) works when it comes to such care, … Continue reading Article: Overview of Medi-Cal for Long Term Care
1. Has your health, financial or family situation, or your wishes, changed significantly from the time that your estate documents were signed? If so, review your estate documents to make sure that they still accurately reflect your wishes. 2. Has your opinion changed about who should be in charge of your financial affairs since the … Continue reading Top 10 Reasons for Reviewing Your Estate Planning Documents in 2019