Category Archives: Estate Planning Newsletter Topics

Tax Reform

TAXES – WHAT WILL NEXT YEAR BRING? As most of us know, the Republicans in the US Congress, comprising the House of Representatives and the Senate, are now discussing our future Tax “opportunities.”   No, you did not miss the memo, … Read More

Tax Reform – Part 2

Tax Cuts and Jobs Act As previously discussed, the Republicans in both the House and Senate have released their versions of the Tax Cuts and Jobs Act (TCJA).  Just as in the Estate Planning portion, each of their versions of … Read More


Every year, the amounts used in Medi-Cal calculations are updated to determining:  Qualification, Re-Qualification, Community Spousal Resource Allowance, Recover and other factors.  For the Year 2017, here are the Numbers we are working with. Divestment Penalty Divisor $8,189.00 Individual Resource … Read More

Who Needs An Asset Protection Plan? Do You?

The real questions we should be asking ourselves are, “What is Asset Protection Planning?”  “What assets are we protecting are we protecting anyway?” and“Who are we protecting our assets from?”  Once we ask the right questions, we can find answers … Read More

Asset Protection

  Protect Your Assets Asset Protection works because you build walls between your assets and your creditors or potential creditors. The more walls you rebuild, the more likely your assets will be protected, but also, the more complicated your life … Read More