Medi-Cal Rules Are Changing (and a Firm Update!)
Hi everyone, We hope you’re enjoying the fall season! We had such a great time celebrating Steve’s 46th birthday this month — thank you for all the kind birthday wishes! (46 is looking pretty good on him). ❤️ We’re still fully up and running in our Placentia office while we put the final touches on […]
What California’s 2026 Medi-Cal Changes Mean for Families and Long-Term Care
As of January 1, 2026, California will reinstate asset limits for certain Medi-Cal programs. For the past two years, Medi-Cal eligibility has been based mostly on income. Starting in 2026, applicants and current beneficiaries will once again need to report both income and assets to qualify. Key Changes Why It Matters For many California families, Medi-Cal provides vital help with the […]
How ChatGPT Helped our Client Trigger a Property Tax Nightmare
Why AI 🤖 Can’t Replace an Estate Planning Professional 👩🏻💼 Artificial intelligence is incredible — there’s no denying it. ChatGPT can draft letters, brainstorm business ideas, and even offer useful advice. But here’s the truth: when it comes to legal and financial details, even the most advanced technology can get it very wrong. Recently, one of our clients learned this the […]
The Hidden Dangers of Using AI to Draft Your Estate Plan
Artificial intelligence (AI) has become a powerful tool in our everyday lives. From helping us write emails to organizing our schedules, it’s no wonder that people are turning to tools like ChatGPT and other AI platforms for help with more complex tasks — even legal ones. But when it comes to creating something as important […]
Getting older — and stronger — together
This Week, My Husband Steve Turns 46 🎉 Steve is an amazing dad and husband — and honestly, he often believes in me more than I believe in myself. Over the past year and a half, we’ve both made wellness a priority. We started working out consistently (after more than 10 years of not working […]
Your Family’s Financial Fitness Plan: How to Strengthen Your Estate Like Your Body
Just like physical fitness, financial and estate health doesn’t happen by accident.It takes consistency, small steps, and a willingness to look at what’s really working — and what needs a tune-up. At the start of a wellness journey, most people focus on the basics: eat better, move more, sleep well. But over time, we learn […]
We’re moving! Come celebrate this big step with us!
Change is in the Air 🌟 We have some exciting news to share—The Wagon Legacy is moving! Our main office will soon be relocating from Placentia to a beautiful new space in Brea: 📍3040 Saturn St., Suite 201, Brea, CA This new office is double the size of our current one, with big windows, lots […]
Why Your Trust Needs an Update (And How to Keep It Current)
Setting up a trust is one of the most important steps you can take to protect your family and your assets. But it’s not a one-time task. Life changes—and your trust should change with it. Even if you created your trust years ago, it may no longer fully reflect your wishes, your family, or your […]
Protect your resources — and your story
What we leave behind is more than stuff — it’s our story. Recently, my mom showed up with a few boxes she couldn’t bring herself to throw away. Inside were baby pictures, school portraits, and photos of my grandparents—little treasures from years gone by. As we flipped through them, I realized something important: a legacy […]
Hope, Community, and Action Against Alzheimer’s
Desplácese hacia abajo para leer esto en español. We recently had the privilege of welcoming Michelle Pichardo from the Alzheimer’s Association to our offices. Michelle shared not only powerful data about Alzheimer’s disease, but also her own heartfelt experiences walking alongside loved ones facing this illness. This conversation resonated deeply with me. Both of my […]