Medicaid vs. MediCal

Medicaid vs. MediCal

“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...
Inheriting The Family Home

Inheriting The Family Home

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...
Estate Planning and the Blended Family

Estate Planning and the Blended Family

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 one of...