About California Estate Planning

5 Estate Planning Tips For Retirees

As you near retirement, your approach to estate planning is different from other stages of your life. When you no longer earn a salary and benefits from a job, how ...
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5 Estate Planning Tips For SMB Owners

What do Activities of Daily Living mean?When the business is dependent on you as the owner, having an estate plan before you need one is a critical investment. If you ...
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5 Estate Planning Tips For Farmers

What do Activities of Daily Living mean?According to the USDA National Agricultural Statistics Service (NASS) – family-owned farms make up 97% of 2.1 million farms in the US. Among the ...
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VA Guide to Activities of Daily Living

What do Activities of Daily Living mean?US Veterans Affairs defines Activities of Daily Living or ADLs, as tasks of everyday life that are essential to perform one’s ability to live ...
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Medi-Cal For Long Term Care: Guide to Activities of Daily Living

What is Long-Term Care?Long-Term Care refers to a range of services provided to elderly individuals and people with disabilities who need ongoing care due to chronic and debilitating health conditions ...
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Medi-Cal for Seniors: Guide to Asset Limits

Medi-Cal is a joint federal-state program that provides health insurance to low-income Californians, including seniors and persons with disabilities. Medicaid programs like Medi-Cal are funded by federal and state funds ...
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Guide to VA Asset and Income Limits 2021

Guide to VA Asset and Income Limits 2021Veterans Affairs will base the pension amount of a qualified veteran, surviving spouse or dependent child on the difference between their Countable Income ...
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Military Service Requirements for VA Pension and Other Benefits

Military Service Requirements for VA Pension and Other BenefitsVeterans (and consequently, their surviving spouses) are eligible for VA Pension, Aid & Attendance and Housebound benefits if the veteran is aged ...
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Assisted Living in California – What You Need to Know

Assisted Living in California - What You Need to KnowThe Cost of Assisted LivingSecond to Hawaii, California is the most expensive state to retire in according to the U.S. Census ...
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5 Strategies to Help Your Parents Get Financially Ready for Old Age

5 Strategies to Help Your Parents Get Financially Ready for Old AgeIt’s never too early to start preparing for the inevitable – that one day your parents will become too ...
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Davis

750 F Street, Suite 2,
Davis, CA 95616.

530–231-5161

Sacramento

333 University Ave Suite 200 Sacramento CA 95825

916–229-8844

Roseville

3017 Douglas Boulevard Suite 300 Roseville CA 95616

916–229-8844

Serving the California Central Valley - Yolo County: Davis, Woodland, West Sacramento, Winters, Yolo, Knights Landing, Dunnigan, Guinda, Madison, Sacramento County: Sacramento, Citrus Heights, Elk Grove, Folsom, Rancho Cordova, Galt, Isleton, Antelope, Elverta, Laguna, Herald, Hood, Orangevale, Carmichael, Solano County: Fairfield, Vacaville, Vallejo, Suisun City, Benicia, Dixon, Rio Vista, Birds Landing, Rockville, Allendale, Placer County: Roseville, Auburn, Rocklin, Lincoln, Loomis, Colfax, Newcastle, Penryn, Alta, Dutch Flat, Carnelian Bay, Weimar, Sheridan