San Diego Planning Partnership – Long Term Care & Estate Planning Workshop

What You Will Learn  The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]

February 6th, 2019|

Special Needs Trusts – What You Need to Know

In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility of making decisions in the best interest of the person who benefits from the trust, [...]

October 23rd, 2018|

San Diego Planning Partnership – Long Term Care & Estate Planning Workshop

What You Will Learn  The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]

October 13th, 2018|

San Diego Planning Partnership – Long Term Care & Estate Planning Workshop

What You Will Learn  The San Diego Planning Partnership offers free two-day workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents [...]

October 10th, 2018|

New VA Rules – How could it affect you?

The following is an urgent message that could impact you or a loved one. On September 18, 2018, the Department of Veterans Affairs (“VA”) published its final rule for needs-based benefits, including the VA pension program that assists many of our clients with long-term care related expenses. For example, any gifts that you made in [...]

September 28th, 2018|