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Long-Term Care Options for Seniors

By | Medi-Cal Planning, Protection

Senior citizens in the State of California have numerous options when it comes to long-term care. Long-term care comprises many types of support services and medical services that happen over a lengthy time period. Although long-term care services do not involve just senior citizens, if someone is 75 years of…

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Can My Nursing Home Take My Stimulus Check?

By | Finances, Medi-Cal Planning

Can My Nursing Home Take My Stimulus Check? Many people and households suffered serious financial losses due to the COVID-19 pandemic. In response, the federal government passed the Coronavirus Aid, Relief, and. Economic Security (CARES) Act, which, in part, provided stimulus checks to millions of Americans. Each adult who earned…

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When should you review your estate plan?

By | Blog Home, Estate Planning

Reviewing your estate plan will alert you to any changes that need to be addressed. For example, you may need to make changes to your plan to ensure it meets all of your goals, or when an executor, trustee, or guardian can no longer serve in that capacity. You’ll probably want to do a quick review each year, because changes in the economy and in the tax code often occur on a yearly basis. Every five years, do a more thorough review.

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