Add Flexibility to Your Trust To Handle Change

Q.  My husband and I are concerned about how to keep our trust up to date in light of changing tax law and changing family circumstances.  What if we are too ill to make changes ourselves. Any thoughts on how we can handle these concerns?                                                 A. With the ever-changing tax landscape, keeping your trust up-to-date… Read More »

Claiming A Parent As A Dependent

Q. My mother-in-law lives with my wife and me and we pay most of the cost for her caregiver, as well as providing free room and board. Can we declare her as a dependent on our tax returns? A.  You may very well be able to do so. Actually there are several ways in which… Read More »

Will Medi-Cal Pay for Care in the Home?

Q.  My mother needs full-time round-the-clock care, but she wants to remain in her home rather than move to a nursing home. If she meets the financial eligibility requirements, will Medi-Cal pay for her care at home? A.  Unfortunately, your mom would most likely need to be in a nursing facility in order to receive… Read More »

Is an Out-Of-State Will Valid in California?

Q.  Before relocating to California, my wife and I lived in Ohio where we signed wills. Are they now valid in California? A.  If they were properly prepared and signed under the laws of Ohio, the short answer is “yes”. But, it would still be wise to have them reviewed — and perhaps revised —… Read More »