Modern Estate Planning: Building a Legacy That Reflects the Way We Live Today
Estate planning used to look very different. For decades, the traditional approach focused almost entirely on assets—homes, investments, savings, and property passed from one generation to the next.
LGBTQ+ Estate Planning: Protecting Your Life, Your Loved Ones, and Your Legacy
Every family deserves to feel protected, supported, and seen—yet many LGBTQ+ individuals and couples know what it feels like to navigate systems that weren’t originally built with their realities in mind.
Medi-Cal Asset Rules Are Changing — Here’s What You Need to Know (as of September 2025)
Big changes are coming to Medi-Cal. Beginning in 2026, California will reinstate asset limits for long-term care eligibility. This means many families may suddenly find themselves over the threshold. From understanding exemptions to preparing ahead with smart planning strategies, this blog breaks down what the changes mean, who they impact, and how you can protect your care options and financial security.
Upcoming Changes to the Estate Tax Exemption: What You Need to Know
Estate planning isn’t just for the ultra-wealthy—it’s essential for anyone who wants to ensure their assets are distributed according to their wishes while minimizing tax liabilities.
With the Estate laws ever-changing. It’s important to keep up with current events.
Building Generational Wealth: Setting Up Kids for Financial Success
Setting up your children for generational wealth is about more than assets—it’s about intention, education, and planning. By combining legal, financial, and personal strategies, you can create a legacy that supports and empowers your family for decades to come.