Estate Plan VS. Wealth Transfer Plan

Estate Plan VS. Wealth Transfer Plan

Unfortunately, only about 45% of adult Americans have estate-planning documents. Generally as one accumulates more assets as well as gets older, the probability of having estate-planning documents increases. When you die without a will or trust, the State in which you...
How To Help Your College Student In Case of Emergency

How To Help Your College Student In Case of Emergency

Last year, Jennifer Hill, a mother of six from Yuma, attempted to pay her 18-year-old daughter’s recent medical bill over the phone. Jennifer, after all, pays for most of her daughter’s “grown-up” services like health insurance and car insurance premiums. But Jennifer...
Need to Know Medi-Cal Estate Rule Changes

Need to Know Medi-Cal Estate Rule Changes

On Monday, June 27, Gov. Jerry Brown signed the new state budget bill for the next fiscal year. The new budget law incorporates changes to the Medi-Cal estate recovery program that will be of significant benefit to the families of Medi-Cal recipients. When a Medi-Cal...
Need to Know Medi-Cal Estate Rule Changes

Need to Know Medi-Cal Estate Rule Changes

On Monday, June 27, Gov. Jerry Brown signed the new state budget bill for the next fiscal year. The new budget law incorporates changes to the Medi-Cal estate recovery program that will be of significant benefit to the families of Medi-Cal recipients. When a Medi-Cal...