Spousal Special Needs Trusts
28 Jun

Spousal Special Needs Trusts

When a spouse is disabled and has qualified to receive Medi-Cal (California’s Medicaid program), what happens if the “well” spouse dies first? Medi-Cal is a “needs based” program. That means there are strict income and asset requirements. A person applying for and receiving Medi-Cal must have less t...

Read more
California Advance Health Care Directives
02 Apr

California Advance Health Care Directives

Who takes care of you if you cannot care for yourself? Do you know who will take care of you if you are so sick that you cannot make your own healthcare decisions? Will that person be legally allowed to talk to your doctor and make decisions on your behalf? And, will that person know […]

Read more
Working Effectively From Home (4/1/2020)
27 Mar

Working Effectively From Home (4/1/2020)

LLT

Are You Trying to Work from home, but finding it difficult?   Feeling frustrated  with your disorganized and cluttered rooms, or the crowded dining room and kitchen table?  Are your children’s homeschool and distance learning only adding to the confusion and stress? While we are ...

Read more
16 Mar

Thatcher | Law’s Coronavirus Response

While it is not exactly business as usual at Thatcher | Law, we are moving forward to provide as much assistance to our clients as possible. If you’re feeling anxious about the news, then be proactive and make sure you have an up-to-date, comprehensive estate plan that includes detailed health care ...

Read more
When Should I begin Estate Planning?
04 Jan

When Should I begin Estate Planning?

I was recently asked the question, “How old should I be when I start my estate planning?” It’s a great question, and the answer surprised her: Estate planning should begin as soon as someone legally becomes an adult (18 years old). At 18, you don’t need complicated estate planning, but there are sev...

Read more
IRA Beneficiary Trust
03 Dec

IRA Beneficiary Trust

For many people, their retirement assets consist of accounts such as an employer sponsored 401(k) plan and/or IRA accounts. The reason for doing so it obvious: they allow for either tax-deferred growth of your hard earned money. One pitfall of these accounts is what will happen to them when you pass...

Read more
Wednesday Words: Intestate Succession
28 Nov

Wednesday Words: Intestate Succession

Lawyers seem to have their own language. Many certainly speak in jargon. While I try to speak in plain English, there are many terms that are used in estate planning that need to be explained. One is “Intestate Succession.” Intestate Succession is the method by which property is distribu...

Read more
Giving Tuesday
27 Nov

Giving Tuesday

Today is Giving Tuesday. The idea is that after spending our money on stuff on Black Friday, Small Business Saturday and Cyber Monday, we take a day to give back. I recently read the book The Power of Half by Kevin and Hannah Salwen. It really changed my thinking on charitable giving. The book descr...

Read more