Benefits of Proposition 19 for People 55 or Older Posted onFebruary 1, 2021June 23, 2021inCategories55 and Older, Property Tax Reassessment, Proposition 19 With the passage of Proposition 19 during the last election, the laws regarding property tax reassessment are going through a … Continue ReadingBenefits of Proposition 19 for People 55 or Older
Creating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job. Posted onJanuary 1, 2021June 23, 2021inCategoriesLiving Trust, Pour-Over Will, Trust Funding Trust Funding After having created a Trust, the next thing that needs to be done is to fund the Trust. … Continue ReadingCreating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.
Off to College – Are they Prepared? Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, AHCD, College Prep, Durable Power of Attorney, Medical Records, Power of Attorney The fall marks a time when many parents have sent their children off to college. As both embark on a … Continue ReadingOff to College – Are they Prepared?
Planning for Dementia Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Cognitive Decline, Dementia, HIPAA Waiver, Power of Attorney It is estimated that between four and five million Americans live with dementia, and that 1 out of 6 women … Continue ReadingPlanning for Dementia
Are Your Loved Ones Prepared for Your Death? Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Estate Plan Documents, Estate Planning, Living Trust, Power of Attorney, Prepared for Death, Trust Funding, Will When you have a comprehensive estate plan in place, including a trust that is funded, and a will, advance health … Continue ReadingAre Your Loved Ones Prepared for Your Death?