The decision to provide lasting legal protections for one's children, other family members, friends, and the causes that are important to you is one of the most significant protective measures one can take for their family. Getting Started with Parental Estate Planning For parents who need to establish a living...
How Often to Review Your Trust and Estate Plan?
How often should you review your trust and estate plan? Is there a regular cycle to these reviews, or should they be driven by significant events in your life or the lives of your beneficiaries and executor or trustee? How will the next few years in Congress impact trust and...
Listen to ABCast Episode 15 – A Primer on Trusts
We invite you to listen to ABCast Episode 15 - A Primer on Trusts which is now available in our series of podcasts focused upon the legal, tax, accounting and business consulting services provided by Allen Barron, Inc. In this podcast, we begin with an overview of several key terms...
Protecting Your Home from a Medi-Cal Lien
Protecting your home from a Medi-Cal lien is possible based upon a new California law which took effect January 1 of this year. Previously, California's Medi-Cal program was able to recover money from people who were 55 years or older who received medical services under agency programs. If the family...