Planning for Long-Term Care

Who Needs Long-Term Care?   Long-term care involve services designed to helps an individual’s medical and non-medical needs. This may involve disability, illness, or day-to-day care for themselves. These services help them carry out their daily tasks on their own as independently and safely as possible.   Types of Long-Term Care Providers   Entering into … Continued

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Special Needs Trust Planning

What is a Special Needs Trust  A Special Needs Trust (SNT) maintains the finances of a disabled individual who may need help managing them . Also, SNT allows the individual to continue to receive government benefits such as SSI and Medicaid/Medi-Cal.  Creating a Special Needs Trust has many benefits but you must be aware of the … Continued

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Estate Planning for All Ages

There is a lot of discussion about having an Estate Plan, and which documents need to be included in your planning. Perhaps you have heard from your family members who have a plan in place, or you have friends or colleagues that have mentioned their planning to you, or maybe you have a major surgery … Continued

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Pride 2021 and Estate Planning

Progression of Pride   Pride Month is a time to celebrate the achievements of the LGBTQ+ community. A time to celebrate the love that has spread across the world and the progress that has been made, such as the landmark 2015 Supreme Court Case Obergefell v. Hodges. This case requires every state to recognize all … Continued

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