Policy Shift: Medi-Cal Asset Limits Are Back in 2026
In 2024, California became the first state in the country to eliminate asset limits for their state-based Medicaid program, known as Medi-Cal. Now, less than
Jared OngJanuary 14, 2026
Read More »
ABLE Age Adjustment Act: New Eligibility Rules Take Effect in 2026
The Achieving a Better Life Experience (ABLE) Act, passed in 2014, opened the door for millions of individuals with disabilities to save and invest without
Jared OngDecember 24, 2025
From Planning to Payouts: The Fiduciary’s Guide to Effective Trust Distributions
Administering a trust is both an art and a science. It requires diligence, foresight, and a deep understanding of fiduciary duty. For professional fiduciaries, one
Jared OngOctober 15, 2025
Could Your Social Security Benefit Increase? New WEP & GPO Changes.
As discussions about retirement and Social Security continue to take center stage, many Americans, particularly public service workers, have advocated tirelessly for legislation that would
Jared OngAugust 20, 2025
AB 2016: California’s New Era of Small Estate Simplification
For years, families with modest estates have faced extensive delays and mounting legal costs simply to transfer a loved one’s assets following their passing. In
Jared OngMay 8, 2025
Safeguarding Seniors: How to Protect the Elderly from Financial Exploitation
A few years ago, I ran into an old friend. He was single at the time and I asked him how his dating life was
Jared OngJanuary 31, 2025
Form 56: Notice Concerning Fiduciary Relationship
Professional fiduciaries play a vital role in managing the affairs of individuals who may be unable to do it themselves. Whether it’s overseeing an estate,
Jared OngJuly 10, 2024
Maximizing Wealth Transfer: The Power of See Through Trusts
When it comes to transferring wealth to future generations, one of the most effective and secure options is a See Through Trust. A See Through
Jared OngApril 23, 2024
Penalty Changes to SSA’s In Kind Support and Maintenance Program
During an insightful presentation at the Special Needs Planning Symposium, Special Needs Planning Advocate and Attorney Kevin Urbatsch shared positive updates to regulations related to
Jared OngMarch 31, 2024
Decoding the Uniform Prudent Investor Act (UPIA)
What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or for their families, usually with
Jared OngJanuary 24, 2024