800-380-7076 562-474-1231

The New Medi-Cal Recovery Laws

I wish you a Happy, Prosperous, and Healthy New Year. For individuals who die prior to January 1, 2017, the current recovery rules will apply, however, a new day will arise starting January 1, 2017.  Starting January 1, 2017, homeowners will longer have to choose...

read more

Medi-Cal Planning Preserves Homes for Children

How to Protect Your Loved One's Home from a Medi-Cal Claim Aging is inevitable, but lucky for us, medical technology continues to improve, which has increased our life expectancy. As we live longer, long-term medical care costs continue to raise. The super wealthy in...

read more

Real Estate Asset Protection

Did you know that you can create legal entities that you can use to protect you real estate assets? This article is a summary of the common ways of vesting title in legal entities that real estate investors use for asset protection. Three legal entities that you can...

read more

How Medi-Cal Can be Dangerous to Your Home?

Many homeowners who are under the California Medi-Cal health plan are concerned about whether their homes will be taken away from their children after their deaths because they used Medi-Cal during their lives. Although, California is one of the most liberal states...

read more

What’s in Your Living Trust?

This article will summarize and shed some light on what a living trust can and cannot accomplish. This article is constructed in terms of questions and answers. These are the common questions that I get in my estate planning and probate seminars. Will vs. Living...

read more