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...