Caregiving requires a strategy to solve a myriad of medical and administrative problems. These tangible books help you start the caretaking journey by highlighting what’s most important, making everyone’s life a little easier.
06
Mar
Mar
Once the executor pays all debts and taxes, they can distribute the remaining assets to the beneficiaries named in the will or to the heirs in the absence of a will. The court approves the distribution of assets, and the executor or administrator must file a final report and accounting with the court.
08
Feb
Feb
A probate lawyer can provide the right expertise and representation necessary to protect the wishes of everyone involved. Hence, hiring a probate lawyer reduces anxiety and ensures a smooth resolution of the estate.
CA Attorney Asset Protection, Probate, Probate Attorney Walnut Creek CA
Avoid Probate: Tips & Tricks
12
Dec
Dec
Trusts are a great way to avoid probate because the property held in a trust is not considered part of your estate upon your death. Why? Not you, but a trustee, controls the property and is tasked with distributing the contents under the terms of the trust agreement.
06
Oct
Oct
You can avoid probate by creating an inheritance agreement. This is a contract where the owner agrees that another person will inherit the property.
10
Jun
Jun
The wealthy hotel magnate, Leona Helmsley, aka the “Queen of Mean” inherited $5 billion from her husband Harry Helmsley when he died in 1997. Her will stipulated that $12 million be held in a trust fund for her dog (a Maltese named Trouble.)
In an attempt to help our clients and friends understand probate terms, we have assembled this short probate dictionary, which features helpful probate terms. Beneficiary The beneficiary is the person named in the will who will inherit the assets of the probate estate.
07
Feb
Feb
Are Probate Court Records Public In California? In California probates, the public has access to probate court records. Contact the probate court clerk in any county where an attorney filed probate. Request to view the filed documents. For a fee, you can even obtain copies of filed documents from the clerk. Also, the last will […]
Elder Law Attorney Walnut Creek, Probates, Walnut Creek Medi-Cal Qualification
Probate of Your Home: The “Heggstad” Petition
14
Dec
Dec
Transfer your home to a Revocable Living Trust (RLT) for several reasons. First, doing so will prevent probate of your home when you die. Another reason is that, as of January 1, 2017, if you die after collecting Medi-Cal, the state cannot pursue recovery against your home if it is in your RLT. In this […]
02
Dec
Dec
Probate Timeline In California, where Walnut Creek Elder Law is located, probate proceedings typically take about a year to complete. The probate timeline may require even more time, depending on the assets and complexities of the case.