Demystifying the Law Office
I’m writing this post in the hope that demystifying the process through which estate planning is carried out in our office—and in many law offices like ours—might help you take action. Read on to find out what will happen if you reach out to Caplan Wilkinson or a firm like it.
Medi-Cal Recovery: What It Is and How to Avoid It
When a Medi-Cal beneficiary dies in California, the state can seek repayment for some of the Medi-Cal services provided to the decedent. This is “Medi-Cal recovery.” Proper estate planning can preserve the inheritance(s) you leave to your heir(s) by placing your assets into vehicles that are exempt from Medi-Cal recovery.
What Is the Difference Between a Will and a Trust?
Wills and trusts are the basic building blocks of estate planning. Both wills and trusts can be used by people to arrange for their assets to pass to others after death. Although they are both used for estate planning, they are very different documents. Wills and trusts are created and operate in distinctly different ways.
Do You Need a Trust?
We’re starting this blog to share enough fundamentals about California elder law and estate planning to empower the reader to know what questions to ask, which legal services to seek out, and why it can be worth the time, effort and money to hire an attorney rather than relying on Counselor Internet.