Starting January 1, 2026, California will reinstate the Medi-Cal asset test for certain programs, including long-term care. This means your ability (or your parents’ ability) to qualify for Medi-Cal will once again depend on how much you own.

When iconic singer and entrepreneur Jimmy Buffett passed away in 2023, he left behind more than just tropical tunes and a laid-back legacy, he left behind a $275 million estate now at the center of a legal storm. The dispute pits his widow, Jane Buffett, against Richard Mozenter, his longtime financial advisor and co-trustee of the Marital Trust established for Jane’s benefit.

Probate in California is often expensive, time-consuming, and stressful for families.

A Retirement Protector Trust™ (also commonly known as a Retirement Plan Trust) is a specialized stand-alone revocable trust designed to receive and protect retirement account distributions such as IRAs, 401(k)s, and other qualified accounts upon your death.

In a move to preserve key elements of the 2017 Tax Cuts and Jobs Act (TCJA), as well as introduce new tax policies, lawmakers passed a new piece of legislation: the One Big Beautiful Bill Act, which was signed into law by President Trump on Friday, July 4, 2025.

Provisions of the bill either permanently or temporarily extend aspects of the tax code which affect individuals, businesses, and estates. This brings numerous financial planning implications and opportunities.