Only 50% of a Joint Bank Account Will Be Considered for Medi-Cal Eligibility, Right? Wrong!

There are so many myths surrounding Medi-Cal eligibility! One of the most common myths is the belief that only 50% of the funds in a jointly-owned bank account will be considered as an asset for the purposes of calculating Medi-Cal eligibility. I can understand this confusion. After all, if you are sharing a bank account […]

Learn Why the New Federal Estate Tax Exemption Doesn’t Give You an Estate Planning “Pass”

Unless you were living under a rock, you most likely heard about the tax reform bill that was passed through Congress and signed by the President over the holidays. One big change that came out of it was the doubling of the exemption amount for federal estate, gift and generation-skipping transfer taxes. Beginning in 2018, […]

Folsom Will and Trust Lawyer: Sell the House, or Keep It for the Kids?

Like many Americans, your home is probably your largest asset. However, if you have children who have grown and moved away, you’re left with an empty nest, quiet and big. You may be torn between keeping the house and passing it to your children someday, or selling it. On one hand, it may be the […]

Adverse Possession and Estate Planning: Avoid Squatters On Your Family’s Inheritance!

What comes to mind when you think of “adverse possession,” if anything? Do you think of squatters taking over a vacant house or a person continually encroaching on their neighbor’s yard? Adverse possession can create problems for property owners, especially those planning estates or receiving them through inheritance.

Folsom Special Needs Lawyer: You Can Now Save More Money in ABLE Accounts in 2018

The Achieving a Better Life Experience (ABLE) Act, which was created by Congress in 2014, allows people with disabilities and their families to save up to $100,000 in accounts for the benefit of a disabled person. The funds can be saved without jeopardizing the individual’s eligibility for Medicaid (Medi-Cal), Supplemental Security Income (SSI) and other […]

Veterans’ Aid and Attendance Pension Benefits Have Increased for 2018

The New Year brings good news for veterans! This year, veterans will receive the highest cost of living increase since 2012! Veteran beneficiaries will see a 2% increase. This will impact approximately 1.96 million military retirees and 4 million disabled veterans. Increases to the Non-Service Connected Aid and Attendance pension benefits are noted below:   […]

The Dangers of Denial – Why You Need to Plan for Long-Term Care for Your Parents

Longer lives are among the greatest achievements of our modern era. Advances in healthcare and other progress related to human safety have resulted in what the United Nations says is one of the most significant social transformations of the 21st century. However, with the success of longer lives comes problems that catch most of us off-guard. […]

Folsom Estate and Elder Law Attorney: Can Someone with Signs of Dementia Sign Legal Documents?

Millions of individuals are affected by dementia in their lifetime. Unfortunately, it is usually after a medical crisis like dementia hits that many families begin to think about estate planning. What people don’t realize, however, is that it may be “too late” under the law to to make a plan after dementia strikes.  This is […]

How to Tell Grandma That Someone Else Will Be Your Child’s Guardian | Folsom Will Lawyer

If you have minor children, one of the most critical parts of your estate plan will be appointing a guardian to take care of them if something should happen to you. If you are lucky, you and your spouse have several great relatives to choose from. You ultimately need to make a decision of who […]

Folsom Estate Attorney: How to Leave Assets to Your Step-Children

Blended families are becoming more and more common in modern society, yet estate laws remain largely unchanged and still geared toward a “traditional” family structure.  This poses an issue when it comes to leaving an inheritance for step-children in an estate plan.  Step-children are often not legally adopted by the new spouse, which means they […]

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Young Adult or Parent of Minor Children
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Folsom, CA 95630
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