Understanding and Managing Nursing Home Discharge Issues
Sixty five percent of the of our loved ones residing in nursing homes are Medi-Cal recipients, with their monthly charges being paid for by California and the Federal Government. More often than not there are Discharge Issues. You should be aware of Improper...
Medi-Cal Alert – “Favorable New Recovery Rules”
Medi-Cal is designed to help pay for the medical care of public assistance recipients and other low-income people with few assets. Specifically, monthly payment of Nursing Facilities for your loved ones. SB 833 of the Welfare and Institutions Code substantially...
MediCare vs. Medi-Cal
Medi-Cal is designed to help pay for the medical care of public assistance recipients and other low-income people with few assets. Medicare, on the other hand, provides medical benefits for the elderly and disabled. A crucial difference between Medicare...
Nonqualified Deferred Compensation Plans
In recent years Small Business or Corporate Qualified Retirement plans have lost favor as a result of higher administration costs, narrowing income tax brackets and strict ERISA rules including discrimination, vesting, funding and prohibitive investments. The primary...
What should I bring to my estate planning appointment?
Family Documents and Information: Current wills and/or trusts, if anyNames of immediate family members and birth datesCopies of deeds to real property (for title purposes) and any information regarding present fair market valueManner of title holding of any stock (how...
Review of American Taxpayer Relief Act of 2012
► Federal and California Laws and Regulations: Congress enacted the American Taxpayer Relief Act of 2012, known as ATRA. While estate tax planning is only one aspect of the estate planning process, the permanence of the new law provides a welcome contrast to...
Captive Insurance
Captive insurance is a form of self-insurance where a subsidiary company is formed to provide property and casualty insurance for the parent company. It functions as a risk management tool, an investment vehicle, and a planning structure that allows for significant...
Trademarks
As Financial and Family Estate and Business Planners we have many clients that have family businesses that have names and “logos” that they have worked hard to give special meaning. Established firms often regard their trademarks among their most valued assets, since...
“Living Wills”
With her husband and parents feuding to the bitter end and beyond, Terri Schiavo died 13 days after her feeding tube was removed in a wrenching right-to-die dispute that engulfed the executive, congregational and judiciary branches of our government. The ADVANCED...