Is your financial and legal house in order? Does it have a solid foundation based on sound planning principles? Remember the old shop-worn, but true saying: Most people do not plan to fail…they simply fail to make plans.
What legal plans have you made in the event of your incapacity, death or need for Medi-Cal? Whom have you appointed to see that your financial and legal affairs are managed according to your wishes? Have you minimized your exposure to federal estate taxes? Have you built in the necessary flexibility if you are in an assisted living facility or skilled nursing facility and need Veterans Benefits or Medi-Cal? Would your financial legacy be protected for and from your loved ones and from Medi-Cal? Have you remembered your favorite charities in death as in life?