Welcome to our latest video on Estate Planning, where we delve into the critical updates for 2024. Join us as we discuss the changes affecting Medi-Cal and Long Term Care rules, the latest developments in Estate and Gift regulations, updates on Retirement Accounts, insights into California Property Tax issues, and crucial planning deadlines to keep on your radar. Plus, we’ll provide you with a comprehensive planning checklist outlining the essential steps to take in the new year. Stay informed and ensure your estate plan is up-to-date for 2024. Watch now for invaluable insights!
Chapters
0:00 Introduction
4:35 Changes in 2024
7:23 Updated Medi-Cal, Long Term Care Rules
13:38 Estate and Gift Rules
24:00 Retirement Account Updates
25:18 CA Property Tax Issues
37:02 Crucial Planning Deadlines on the Horizon
38:46 Planning Checklist: Steps to Take
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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