Spousal Special Needs Trusts

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...

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Estate Planning Red Flag:  You Haven’t Planned for Incapacity

Estate Planning Red Flag: You Haven’t Planned for Incapacity

Estate planning is often associated with death. But it’s just as important for your plan to address incapacity associated with illness, injury, advanced age or other circumstances. Unless you specify how financial and health care decisions will be made in the event you become incapacitated, there’s ...

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