"Mom Was on Medi-Cal. Does That Mean the State Can Take Her House?" When Robert’s mother passed away, his first question was not about the inheritance. It was about the house. "Mom was on Medi-Cal for years. Are we going to have to sell the house to pay the...

A $1.5 million family home.  Three children.  One assumption: They’ll figure it out. It's one of the most common mistakes I see in estate planning. Mom’s will was simple - The house was to be divided equally among her three children. On paper, that sounds...

Your first marriage didn’t work out. Your new spouse’s first marriage didn’t work out either. But now you have found each other. You’re married – you’re happy – and everything is looking great. Have you stopped to think about what happens to each of you when...

Estate planning attorneys sometimes sound like they speak their own language. We’re not trying to be difficult, we just want to make sure you fully understand the process. Clearly defining the key roles in your estate plan helps you answer your attorney’s...

Probate fraud and estate planning scams are on the rise, frequently targeting older adults and grieving families during their most vulnerable moments.  These scams take many forms—from false claims against a will to fraudsters posing as professionals...

In today's world families come in all shapes and sizes—and so should estate plans. As the number of non-traditional families continues to rise, so does the importance of thoughtful, comprehensive estate planning. Whether you are part of an unmarried...

Creating a will is one of the most important steps in planning your estate—but equally important is choosing the right person to carry out your wishes in that position. This person is known as your executor, and the executor plays a central role in making...

Once you have a complete estate plan, don’t forget to make sure those documents are safely stored and available to access for when the time comes.  You need to make sure that the documents are stored safely and that the correct people know how to find them. ...

A credit score is more than just a number- it is a snapshot of your financial health, shaped by five categories: payment history, amounts owed, length of credit history, pursuit of new credit, and credit mix.  Understanding how these factors work is...