Month: July 2023

For the remainder of 2023, the old planning strategies for qualifying for Medi-Cal long-term care benefits are still viable.  But, if qualification is not needed until 2024, it may be best to wait until January 1, 2024 to apply for benefits.  The reason being that the...

A few years from now, in January 2027, a new law will go into effect in California, making it the fifth state to approve body composting.  This process is referred to as Natural Organic Reduction (NOR) and is less harmful than cremation or burial to the environment....

A trust administration that I am working on right now is illustrating the importance of including alternative distribution provisions in your estate plan.  My client is the trustee of her relative’s trust.  The relative had validly exercised a power of appointment to...