I’m not wealthy so I don’t need an estate plan, right?

Actually, an estate plan is about so much more than money. It says who should care for your children and pets if you are hospitalized or die. It tells your family and doctors what kind of medical care you want if you can't speak for yourself. It can protect you from financial disaster if you… Continue reading I’m not wealthy so I don’t need an estate plan, right?

My disabled child receives SSI and Medi-Cal. How does that affect my estate plan?

If a loved one is disabled and receives needs-tested public benefits, you should know that an inheritance, gifts or other assets can cause a disabled person to lose their Supplemental Security Income (SSI) and Medi-Cal benefits, partially or entirely. Disabled Californians with financial need may qualify for SSI or Medi-Cal benefits to help pay for… Continue reading My disabled child receives SSI and Medi-Cal. How does that affect my estate plan?