Imagine this heartbreaking story: a young couple with two small children is tragically killed in a car accident. They have no estate plan. What happens next? Their children are left without parents, their finances are in disarray, and their future is uncertain. No one likes to think about dying, especially when they have young children. […]
Remember that old tale about mailing yourself a copy of an invention to secure the patent? For decades, this was passed down as sage advice, even though it held no legal weight. Well-intentioned family members and friends, or even advice found online, can often lead to similar misinformation when it comes to estate planning. While […]
As you delve into the world of Medi-Cal and long-term care planning, you’ve probably come across the dreaded “5-year look-back rule.” This rule often leads to confusion and misconceptions, with many people believing they need to deplete their assets to a mere $2,000 within five years of needing care. But the reality is far more […]
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