What Is a Spousal Property Petition in California? A Faster Alternative to Full Probate

When a spouse or registered domestic partner dies in California, the surviving spouse may not always need a full Probate case to transfer property. In some situations, a spousal property petition can be a faster and more focused alternative. A spousal property petition asks the Probate court to confirm or transfer property that belongs to

Medi-Cal Asset Limits Are Back in 2026: What California Families Need to Know

Medi-Cal asset limits are back in California in 2026, and many families need to pay attention. For the last few years, some Medi-Cal programs did not count assets the same way. But beginning January 1, 2026, California again requires certain Medi-Cal applicants and members to report countable assets when they apply or renew. This change

Special Needs Trust in California: How to Protect a Loved One’s Inheritance Without Losing Benefits

Leaving money to a loved one with a disability requires careful planning. A direct inheritance can create problems if that person receives needs-based benefits such as SSI or Medi-Cal. Even a well-intentioned gift can affect eligibility if it is not handled correctly. A special needs Trust in California can help protect a loved one’s inheritance

California Estate Planning for Business Owners: Protecting Your Company and Family

Business owners in California need more than a basic Will or Trust. If you own an LLC, corporation, partnership, professional practice, or family business, your Estate Plan should protect both your company and your family. Without a clear plan, your business may face Probate delays, ownership disputes, management confusion, tax issues, or a sudden loss of
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