Category Archives: Estate Planning

Orange County Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you thought of as a wonderful gift can turn into their worst nightmare if you are not careful. Here are three critical questions that […]

Medi-Cal Changes the Rules Making It a Bit Easier to Keep Your Assets

Our Orange County Elder Law attorneys have written many articles on this site about how you must surrender, or spend-down your assets in order to qualify for Medi-Cal. You can learn more about Medi-Cal planning here.  Well, here in California, things are changing – and this time the changes are in your favor! There have […]

Do I Need A New Estate Plan If I Move to a New State?

If I had to pick one question that I am asked the most, I’d have to say this one ranks way up there… Do I need a new estate plan if I move out of California? Just like the answer to most estate planning questions, the answer is “it depends.” However, this one has a […]