by LM2 | Mar 28, 2024 | Elder Law, Estate Planning |
Making financial decisions when a parent requires long-term care in a nursing home must always be done carefully. If selling their house becomes a consideration, the potential involvement of a nursing home or government agency like Medi-Cal adds layers of complexity....
by LM2 | Mar 21, 2024 | Estate Planning |
Planning for death or incapacity isn’t a pleasant topic, but ensuring your affairs are in order can give peace of mind and ease the burden on your loved ones. A revocable living trust is a valuable tool in any sound estate plan to help accomplish these goals....
by LM2 | Mar 14, 2024 | Estate Planning, Insurance, LIfe Insurance |
Life insurance isn’t just about protecting your loved ones financially when you’re gone; it’s an essential part of sound estate planning. Choosing the right policy offers peace of mind, allows you to leave a legacy, and potentially mitigates tax...
by LM2 | Mar 8, 2024 | Estate Planning |
We all know how the Cinderella story went – widowed dad, wicked stepmother, squandered inheritance. Unfortunately, it’s not just a fairy tale risk. Without careful planning, a spouse’s passing followed by a later remarriage can leave children from your...
