Medicare is an excellent health insurance program for many senior residents of California. It allows them to see their doctors when needed, including some hospital stays. However, it does fall short of the mark when it comes to long-term skilled nursing provisions....
Month: September 2022
Trusts, estate planning and taxes
When it comes to estate planning in California, a trust is almost always the right tool for the job. One good example is life insurance. Trusts can reduce the tax burden that would be due on a large life insurance payout. Trusts and taxes Life insurance policies can...
What you need to know about mortgage in probate
When a loved one dies in California, their estate goes through probate, a process that helps to ensure that the deceased's assets get distributed properly. One of the many tasks that must get completed during probate is handling the deceased's mortgage. The probate...