Final Advance Health Care Planning Resources
Final Advance Health Care Planning Resources from MyCareMyPlan: Speak Up Sonoma County. To download and view this handout, please click here.
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Everyone Has Their Own Way of Looking at Things
Everyone Has Their Own Way of Looking at Things Chacun voit midi à sa porte. -French proverb By Sophia Cizmarik Everyone has their own way of looking at things, especially when it comes to your health care decisions. Further, your own view may change depending on what...
Top 5 Tips for Trustees
A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...
How to Plan for a Loved One with Special Needs
Planning for your loved one ensures their financial security and quality of life. Here are the three main aspects of planning; understanding financial and medical benefits, brainstorming your estate plan, and utilizing Special Needs Trusts. 1. Understanding Financial...
Be Smart and Make a Business Plan
Thinking about staring your own business? You probably already know that you need a business plan. Business plans are required when pitching your business to investors, business plans outline specific, concrete actions you must take to achieve your goal, business...
Common Estate Planning Myths DEBUNKED
An estate plan, which has a revocable living trust as its centerpiece, will dictate how your property will be distributed, who will care for your children and/or your pets, and most importantly, who will make financial and medical decisions in the event you become...
Important Propositions To Remember When Transferring Real Estate in California
Have you thought about how you would transfer real estate to your children if need be? Here are facts about important propositions to remember when transferring your property to children: Proposition 13: This proposition applies only to California real estate and...
Finding the Estate Planning Attorney Who Is Right For You
Many individuals who are looking for an estate planning attorney look for a personal connection with that attorney, but there are many other characteristics which should be taken into account when choosing an estate planning attorney which suits your...
Cal ABLE is Here (Disability Benefits Act)
For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will finally change this for Californians. Under current policy, if an individual’s personal assets exceed a total...
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