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Year: 2019

Choosing a Trustee

A Successor Trustee should be exactly that – someone who will take over management of your Trust should you ever need and definitely someone whom you trust. When considering who you might want to choose, there are both practical and emotional considerations. The...

Medicaid Qualifications

Medicaid is a health insurance program provided by the federal government through which individuals with limited financial resources receive assistance in paying some or all of their medical bills.  Medi-Cal is the California state program, which provides Medicaid...

Who Might You Take Care of?

Only 35% of all people have estate planning documents according to a recent article.  In the Bay Area, the numbers look a bit higher.  But having said that, who in your life would want or hope that you would intervene on their behalf if something went wrong, and do...

Determining Your Date of Separation

In January of 2017, the California Legislature passed a law amending the Family Code allowing a couple who is still living under the same roof to be considered “living separate and apart” for purposes of establishing a date of separation prior to filing for divorce. ...

Why Estate Planning Is Important

When a person dies without leaving a will, it is called intestacy. When one dies intestate, their estate enters probate, a legal process in which one’s property is identified, inventoried, and distributed to heirs. Probate is a “one-size-fits-all” system that does not...

Federal employee and married?

For the first time in twelve years, federal employees have a chance to add or increase their group life insurance with no medical exam or health questions asked, but only during the month of September. FEGLI-eligible employees may also elect additional coverage on the...