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Horizon Elder Law & Estate Planning Blog

Wednesday, August 15, 2018

Important Messages to Convey to Your Loved Ones

Do your loved ones know where your will is located?

At times, even people who have taken the critical step of making an estate plan fail to provide their loved ones with the information they will need to execute that plan. Whether it is through an oversight or intentional secrecy, leaving your loved ones out of the estate planning process can create complications.

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Wednesday, August 8, 2018

Cryptocurrency and Estate-Planning - What You Need to Know

One of the goals of effective estate planning is to ensure that all your assets are included in the plan. Assets may be distributed through your will, a trust agreement, jointly titled property, or a beneficiary designation. However, the key is to identify all assets and ensure those assets are accounted for somewhere in your estate plan. Your California asset protection lawyer can help you devise a plan to distribute your assets after your death, but only if your attorney knows about the assets.

Therefore, do not forget to list cryptocurrency as an asset for estate planning purposes.

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Tuesday, July 24, 2018

Five Things You Can Do Before Death to Make Life Easier for Your Loved Ones

Thinking about our own mortality is not a pleasant thought for many individuals. However, our deaths are inevitable. Therefore, instead of focusing on your death, you can focus on ways you can make your passing easier for your loved ones.

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Tuesday, July 17, 2018

Seven Do's and Don'ts of Medi Cal Planning

California administers federal Medicaid funds through its Medi-Cal program.

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Tuesday, July 10, 2018

Estate Planning for Soon-To-Be Divorcees

What changes should be made to my estate plan if I am going through a divorce?

Filing for divorce is a stressful and complex process. With so much on your plate, it can be easy to overlook your estate plan as you go through a divorce. Failing to update your estate plan during or after your divorce can, however, come with devastating consequences.

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Tuesday, June 19, 2018

Five Things You May Not Know About Asset Protection Strategies

You may not believe that you need asset planning right now; however, once you realize you need to protect your assets, it may be too late to do so. Our California asset protection lawyers utilize a variety of asset planning strategies to help our clients protect assets, including real estate, inheritance, liquid assets, personal property, and lawsuit settlements.

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Tuesday, June 12, 2018

Seven Things You Didn't Know About Veteran’s Benefits - But Probably Should

Veterans may be entitled to a variety of benefits. However, dealing with the Department of Veterans Affairs (VA) can be extremely frustrating. Navigating the system, including the numerous forms and requirements, can be overwhelming. In addition, VA regulations and laws are complex and can be difficult to understand.

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Wednesday, June 6, 2018

Handling Financial Matters After the Death of a Loved One

How do I start the probate process if my loved one dies?

Following the death of a loved one, you will be faced with confronting all of the emotions surrounding the death, as well as wading through the financial issues that come with a death in the family. Dealing with finances after a person dies can be stressful, particularly when your loved one dies without a clear estate plan. Review some pointers for handling the financial aspect of..

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Tuesday, May 22, 2018

Five Reasons to Plan for Incapacity Today

Have you thought about what would happen if you were in an accident tomorrow that caused you to be in a coma? Do you wonder who will take care of you if you become ill and can no longer take care of yourself? Planning for incapacitation is an important element of California crisis management planning. Consulting with an experienced California attorney who assists clients with crisis management planning can help ensure your wishes are carried out even if you are unable to communicate your desires because of incapacitation.

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Wednesday, May 16, 2018

7 Deadly Sins of Estate Planning

Wealthy individuals are not the only people who need an estate plan. Regardless of your financial situation, you should have a comprehensive estate plan to protect your family, your assets, and yourself. An estate plan includes much more than a

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Friday, May 11, 2018

Debunking Medi-Cal Myths

Do I need to spend down my assets in order to qualify for Medi-Cal benefits?

Medi-Cal is a federal and California state program that helps families to pay the costs of long term nursing care. With rising healthcare costs, the average family can simply not afford to pay for nursing home care when a loved one reaches the point that he or she needs around the clock care. Unfortunately, many myths surround the Medi-Cal program which may lead some individuals to not apply and others to spend their savings before seeking benefits.

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