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Big Medi-Cal News: The Asset Limit is Coming Back in 2026

Big Medi-Cal news on the horizon! The most significant elder law issue is the matter of long-term care and the expenses that go along with it.

Medicare does not cover custodial care, which is the assistance you would receive in a nursing home.

Fortunately, Medi-Cal will fill this gap if you can qualify.

We have some news to share about upcoming changes to the eligibility rules, but first, let’s look at some eye-opening facts about seniors and long-term care.

College Medical Amnesty Can Save Lives

The opioid epidemic has been a source of concern in the United States for several years, and college campuses are certainly not immune. Excessive binge drinking has been a problem at colleges and universities for decades.

Severe abuse of drugs and/or alcohol can result in life-threatening medical emergencies. Aside from the immediate physical peril, there's another consideration: calling for help when they see a drug overdose or alcohol poisoning can land both the victim and the student reporti

Cybersecurity and Compliance: Safeguarding Your Practice with Software

Estate planning legal practices have a heavy burden of responsibility regarding client privacy. For this reason, law firm software security is a major consideration. In this post, we will look at cybersecurity and compliance first, and then move on to the legal practice software solutions that are out there.

Cybersecurity refers to the measures taken to protect electronic information from unauthorized access or theft. A breach can lead to significant legal liabilities, loss of client trust, and

Do I Report an Inheritance to the IRS?

Uncle Sam always wants a slice of your pie, so you have to report income from all sources when you file your tax returns. This can lead to the belief that an inheritance would be taxable income.

Do you really have to report an inheritance to the IRS? We will answer the question in this post, and we will provide a general overview of the way that taxes can impact inheritances.

If you save money after you get paid, you are putting away cash that is left after you paid your taxes. After your pass

Estate Planning Myths Can Lead You in the Wrong Direction | Connecticut Estate Planning Attorneys

Some misinformation circulates about certain aspects of the estate planning process. People sometimes make costly errors because they buy into these estate planning myths, and with this in mind, we will look at some of these commonly held misconceptions in this post.

1. Estate planning is not necessary until you are a senior citizen.

Obviously, most people do not pass away when they are under the age of 60, but it does happen each and every day. When you are a single adult with no responsibili

Estate Planning Software: Don't Fear the Learning Curve

Embracing new technology can be intimidating, especially when it comes to estate planning software. However, there’s no need to fear the learning curve. The best platforms are designed to be intuitive, and ample help is available to guide you.
Once you overcome the initial hurdles, you’ll unlock game-changing benefits that can transform your practice.
Modern legal practice software platforms are built with user-friendliness in mind. Developers understand that legal professionals need tools that...

Incapacity Planning: Address Potential Cognitive Impairment | Connecticut Estate Planning Attorneys

Yes, asset transfers are at the core of the estate planning process. At the same time, you should see a complete picture and prepare for eventualities that you may face toward the end of your life. Incapacity planning should be part of your plan, and you will see why when you understand the facts.

Your golden years can be full of the good times you have always envisioned. You can travel, cross things off your bucket list, enjoy leisure activities, and spend a lot of time with your family and fr

Inheritance Planning Procrastination: Incapacity Is Looming - Nirenstein, Horowitz & Associates P.C.

A survey that was conducted to gauge the inheritance planning preparedness of Americans asked a series of specific questions.

In so doing, they found that most individuals who are not prepared know that this is an important responsibility.

Many of them have not acted because they think they can always do it later when they are old and gray.

Obviously, senior citizens are more likely to pass away, but anything can happen to anyone at any time, and there is another consideration that is often over...

Legal Assistance Is Invaluable During the Trust Administration Phase

When you discuss your options with an estate planning attorney, you will learn about the revocable living trust. This device is a popular alternative to a simple will because it provides benefits that are simply not there when a will is utilized. The simplicity of trust administration is one of them.

One of the benefits of a living trust over a will is the streamlined estate administration process. The executor that is named in the document would admit the will to probate, and the court would p

Life Expectancy Underscores Importance of Incapacity Planning

When you start to enter your middle-aged years, you will invariably find that you do not have the physical capabilities that you once had, and this is an unfortunate fact of life.

At the same time, you can probably handle all of your own day-to-day needs without any assistance.

It can be very difficult to imagine a time when you will not be able to get by on your own, and this is understandable, but longevity statistics are quite instructive.

Minor Children & Young Adult Planning - Carroll Law Group, PLLC

Surveys have found that about one in four American adults between the ages of 18 and 45 have estate plans in place. On the one hand, it is easy to understand why people in this age group feel as though they don’t have to be concerned about mortality. However, people pass away at all ages every day, and many individuals in this group are the parents of minor children.


It is definitely better to be safe than sorry when you have children depending on you for everything. Estate planning for a you...

New Braunfels Asset Protection and Business Planning

If you are starting a small business, you have a lot of things to think about, and asset protection is one of them. A sole proprietorship can seem like a simple way to go, but you are taking a risk when your personal property is intertwined with your business interests. Legal structures can be utilized to significantly minimize your exposure to legal actions and can often provide tax benefits.


One of the more widely utilized asset protection structures is the limited liability company (LLC)....

New Braunfels Elder Law - Carroll Law Group, PLLC

Elder law attorney helps clients navigate the eventualities of aging from a legal and financial perspective. Long-term care and the costs that go along with it are the primary sources of concern, and you should understand the facts if you haven’t researched the subject.


According to the United States Department of Health and Human Services, 7 out of 10 seniors will require help with their activities of daily living. Just over half of them will incur long-term care expenses because they need a...

Parents Sue School After Fatal Playground Accident

Eight-year-old Dallin Cunningham passed away in February 2023 after falling from a playground slide at Rose Springs Elementary School in Utah. It was a corkscrew-style configuration, and according to reports, his momentum carried him off the slide on one of the turns.

He initially survived the fall, but he died the following day from traumatic head injuries. According to news reports, his family is now suing the school to recoup $90,000 in medical costs and other damages.

Contact the Education

Real Estate Gains Can Lead to Estate Tax Liability | Oakley Law Group

California property values have been growing by leaps and bounds over recent years, and this has been an exciting development for homeowners and people who own investment property. Gains are good, but there is a potential downside from an estate tax liability perspective, and we will look at it here.
The federal estate tax is a looming threat for people who have enjoyed a high level of financial success. It is only a factor for high net-worth individuals because it is applicable to the portion o...

What Are the Benefits of a Living Trust Over a Simple Will?

When you start thinking about estate planning, a will often feels like the natural place to begin. It is familiar, widely discussed, and often described as the basic document everyone needs.

For many people, that initial instinct makes sense. A will does play an important role in an estate plan.

At the same time, a simple will has limits. As your assets grow, your family situation becomes more complex, or your planning goals expand beyond the basics, those limits start to matter.

That is where a...

What Are the Rules for IRA Beneficiaries?

You contribute to your individual retirement account to accumulate a nest egg that you can draw from during your senior years. However, if things go well from a financial standpoint, you may find that the resources will be handed down as part of your estate.

Of course, there are people who proactively use individual retirement accounts for estate planning purposes. This used to be a very effective strategy, but it is not as potent now because of a provision in the first SECURE Act.

In this pos

You Can Learn From These Celebrity Estate Planning Mistakes | Oakley Law Group

The larger-than-life popular music icon Prince passed away before his time in 2016. He left behind a treasure trove of fantastic music, and the rights to his intellectual property and his image will have value for many years to come. And of course, he was in possession of significant wealth at the time of his passing.
You would assume that a wealthy person with a management team would be aware of the importance of the estate planning. However, for some reason, Prince did not have an estate plan...