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...
Parents Who Wish to Establish a Living Trust
Parents who wish to establish a living trust need sound financial and legal advice and counsel. Living trusts are a hot topic for many parents these days. If you have children and want to set forth a financial foundation for their futures that protects them and their assets from bad...
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...
Every San Diego Homeowner Should Have a Trust
We have often written that every San Diego homeowner should have a trust due to the high costs of probate and the time involved. Yet most San Diegans don't even have a will, let alone an estate plan which includes a trust. What should a homeowner know and why should...