Heggstad petitions allow parties to avoid probate for non-trust assets. It is important to have an experienced Heggstad attorney help you understand how a Heggstad petition can help you save time and money.
Top 7 Reasons Why Every Californian Should Have an Estate Plan
The Costs of Probate in California vs. Trust Set Up and Administration
Navigating High Bond Costs in California Guardianships for Large Minor Estates
Alternatives to Probate in California
We Want to Keep Your Estate Planning Fees Low
Don't Let Your Retirement Account Get Cut in Half
Estate Planning is Cheaper Than You Think
Medi-Cal Planning: Eligibility and Recovery Liens
Medi-Cal planning is often overlooked in estate plans. However, proper planning is important to ensure beneficiaries can qualify or maintain benefits and state recovery liens for benefits provided are avoided. In this blog post, we’ll first discuss the differences between Medi-Cal, Medicaid and Medicare. Next, we’ll explain Medi-Cal eligibility requirements and how to avoid a state recovery lien so you can plan smarter and understand these issues if they come up during trust administration.
Estate Planning: What You Need to Know, Part 4
In this fourth part of our series, Estate Planning: What You Need to Know, we’ll continue discussing what is often the most urgent concern among our clients: children. While part two of our series explained planning for incapacity and part three discussed ensuring your children are cared for after you’ve passed, this blog post will address specific, actionable steps you need to take to ensure your children are accounted for during incapacity.