"To be safe, just get things done now. Don’t delay. Take care of business." By James Ward James Ward What happens if you die without a will or trust? Well, if you have joint co-owners, [...]
“If you can’t explain it to a six-year-old, then you don’t understand it yourself.” — Albert Einstein By James Ward James Ward First, do you have an estate plan? You should have an estate plan, [...]
“If you can’t explain it to a six-year-old, then you don’t understand it yourself.” — Albert Einstein By James Ward James Ward First, do you have an estate plan? You should have an estate plan, [...]
The idea of “fair” only exists in clients' minds By James Ward James Ward When it comes time to decide how to split your estate, you can be “fair” or “equal.” Sometimes fair is equal, [...]
If you own the property with others as joint tenants, you’re all equal owners. By James Ward James Ward How do you hold the title to your property? If you bought it or inherited it [...]
Why would a nursing home lie to get an additional $1,000 a month? By James Ward James Ward I’ve long told clients nursing homes frequently misrepresent the truth to gain a profit advantage, and now [...]
Be careful if someone tells you’ve won a big prize. By James Ward James Ward When our clients decide to leave money to a charity, it’s usually to their local church or the university they [...]
Talk with an experienced Medi-Cal attorney to learn how the new rules will affect your family By James Ward James Ward Unfortunately, many families have needlessly lost hundreds of thousands of dollars, and in rare [...]
Beginning Jan. 1, there are no asset limits to obtaining eligibility. By James Ward James Ward Unfortunately, many families have needlessly lost hundreds of thousands of dollars, and in rare cases, more than a million [...]
Sometimes clients want to make special arrangements for their pets. By James Ward James Ward In a very tragic case I had, the closest family members hadn’t been allowed to visit for years, and had [...]