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Medi-Cal's Shifting Sands: What California's Reinstated Asset Limits Mean for Your Estate Plan
Seniors, disabled persons and those who care for them are feeling the whiplash yet again with the latest changes to Medi-Cal eligibility...
Anna Jerden, Esq.
Aug 12
3 min read
How Does a Revocable Living Trust Affect Your Taxes? A California Perspective
It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...
Anna Jerden, Esq.
Jul 10
5 min read
Confronting Your Mortality - The Death Taboo
Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...
Anna Jerden, Esq.
Jun 17
5 min read
5 Reasons Why a Living Trust is a Smart Investment That Pays for Itself
When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...
Anna Jerden, Esq.
May 28
3 min read
Using Trusts to Avoid Probate
When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...
Anna Jerden, Esq.
Apr 7
6 min read
10 Essential Steps to Safeguard Your Digital Assets in Your Estate Plan
In our fast-paced digital world, managing digital assets is just as crucial as protecting physical belongings. Since virtually everyone...
Anna Jerden, Esq.
Mar 17
3 min read
Trust and Succession Planning for Small Business Owners
In the fast-paced world of small businesses, ensuring a smooth transition of ownership and management is crucial for long-term success....
Anna Jerden, Esq.
Feb 26
4 min read
How to Start the Estate Planning Conversation with Your Aging Parents
Younger generations can encourage their aging parents to start the estate planning conversation. Discussing estate planning can feel...
Anna Jerden, Esq.
Feb 17
4 min read
What Rights Do Unmarried Couples Have When One Person Becomes Ill or Passes Away?
Unmarried couples need an estate plan to protect each other in case of incapacity or death.
Anna Jerden, Esq.
Feb 13, 2023
3 min read
Are There Minimum Property Requirements for Creating a Will or Trust?
There is no minimum property requirement to make a will or trust. Avoid probate and make sure your family is well protected.
Anna Jerden, Esq.
Jan 30, 2023
4 min read
Common Estate Planning Questions Answered
Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?
Anna Jerden, Esq.
Jan 13, 2022
3 min read
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