Any person who has administered an estate knows that, even in this digital age, the amount of paperwork can be overwhelming. Once the estate is settled, it can be tempting to shred all of the documents that have been taking up room in your filing cabinets, drawers or wherever you’ve stashed them. Not so fast. […]

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Most Californians have some familiarity with the Medi-Cal program. It’s basically our state’s version of Medicaid, and it helps cover low-income Californians’ medical care. What many people may not realize is that if a loved one who was enrolled in Medi-Cal passes away, the state (specifically the Department of Health Care Services) may try to […]

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Some people are fortunate to stay physically and mentally sharp as a tack until their very last days, but many people just aren’t that lucky. As they get older, they may become more forgetful, disorganized, and physically weak. All the details that go into managing their every day lives may start to get overwhelming, and […]

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If you’re approaching retirement age, chances are, you’re taking steps to secure your financial future and your legacy. Although not everyone enjoys making end-of-life plans, creating a will is an important part of protecting the assets you’ve worked a lifetime to earn It is not always an easy task either. You may be struggling with […]

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Elderly people, particularly those who are physically and/or mentally compromised, can be vulnerable to many types of abuse, including financial abuse. Sadly, this type of abuse often is perpetrated by family members, caregivers and others close to the person. Sometimes it comes at the hands of strangers who know that elderly people are more likely […]

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When many Californians create their estate plan, their attorney will recommend setting up a revocable living trust. There are a number of advantages to having this document, both for you, while you’re still alive and well, and for your heirs and beneficiaries after you’re gone. First, it’s important to understand what a trust is. It […]

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