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Blog

California Removing Asset Test for Medi-Cal Eligibility
Sowards Law Firm

California is making big changes to how it determines Medi-Cal, Medicaid in every other state, eligibility for long-term care by eliminating the requirement that applicants have limited assets. While the rules apply only to California right now, other states may follow suit. Medicaid covers long-term care for the elderly and people with disabilities who qualify…

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Don’t Forget to Fund Your Revocable Trust
Sowards Law Firm

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust. Revocable trusts are an effective way to avoid probate and provide for asset management in the event of incapacity. In addition, revocable trusts — sometimes called “living”…

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Planning for Your Digital Legacy
Sowards Law Firm

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital assets. Digital assets consist of everything we own online. Because we spend more time on computers and smartphones than we ever did before, you may…

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5 Estate Planning Tips for the Non-Traditional Family (Which Odds Are Includes Yours)
Sowards Law Firm

Is your family of the “Leave It to Beaver” variety — opposite-gender parents, the first marriage for each, one or more kids, all healthy and thriving? If so, your estate plan will probably be pretty straightforward. But if not, it’s not as simple and you have a lot of company. The percentage of married households…

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5 Rights That Trust Beneficiaries Have
Sowards Law Firm

As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed. A trust is a legal arrangement through which one person, called a “settlor” or “grantor,” gives assets to another person (or…

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Client Reviews

I really appreciate the time spent in explaining the process of preparing a Living Trust; the professionalism and friendliness of everyone! I also appreciate the presentation of the materials both binder/print and soft copies. I highly recommend Sowards Law Firm.

Karen O'Brien

Ben and team recently helped us with a new estate plan. Their service was timely, thorough, and very professional. They patiently explained concepts we were unfamiliar with. We were very satisfied and recommend their firm without hesitation.

Brian Giambattista

Ben was very professional & knowledgeable when tailoring the needs of my end of life documents. I have utmost confidence in his abilities and have no hesitation recommending him for estate management.

Janet Burks Giambattista

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