Medi-Cal Asset Limits Are Coming Back in 2026: Here’s What That Means After a brief period without them, asset limits for certain Medi-Cal programs in California are scheduled to return beginning January 1, 2026. This change may affect older adults and individuals with disabilities who rely on Medi-Cal—or plan to in the future. What’s Changing? Medi-Cal…
Planning Ahead for a Mental Health Crisis: A New Tool for California Families Imagine your loved one is having a mental health crisis. They’re scared, confused, and unable to explain what they need. Doctors and first responders want to help—but no one knows which medications have worked before, which treatments they don’t want, or who…
Does Your Fiduciary Have the Information Needed to File a Death Certificate? When someone passes away, one of the first legal steps is completing the death certificate. It’s required for funeral arrangements, accessing financial accounts, claiming benefits, and beginning estate administration. As part of a well-prepared estate plan, it’s important to ensure your fiduciary—the person you’ve…
Can Transferring Your Home to a Trust Trigger Your Mortgage? Understanding the Law in California Many California homeowners worry that transferring their home into a trust might trigger their mortgage lender to call the loan due. Fortunately, in most cases, this fear is unfounded—especially when the transfer is made for estate planning purposes. California Law…
No-Contest Clauses in California: What Tony Hsieh’s Will Teaches Us About Protecting Your Wishes When Zappos co-founder Tony Hsieh passed away in 2020, it was widely believed he didn’t leave behind a will. But a recently discovered document shows that not only did he have a plan—he had some strong opinions about how that plan…
