A property tax re-assessment of the home in a transfer from a parent to a child can be avoided under California Proposition 58. For instance, when a probate is closed and the home is transferred to a child, or if the home is transferred to a child through trust administration, we can complete the “Claim […]
Wait three days before you sign anything that requires spending your money. During that time, ask other professionals, family members and friends what they think about the deal or contract.
Probate Attorney Contra Costa County, probate attorney for realtors, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Probate Real Estate Attorney Walnut Creek, Probates Contra Costa County, Probates for Realtors, Probates with Real Estate, Walnut Creek Elder Law, Walnut Creek Probate Attorney, Walnut Creek Probate Attorney
Letters Testamentary and Letters Administration in California Probate
When the Personal Representative of the Probate Estate is appointed, whether that person is identified by the court as the executor or administrator of the estate, “Letters Testamentary” or “Letters Administration” will be issued to that person by the court. The Letters give the personal representative authority to carry out certain business of the probate […]
Probate Attorney Contra Costa County, probate attorney for realtors, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Probates Contra Costa County, Probates for Realtors, Probates with Real Estate, Walnut Creek Elder Law, Walnut Creek Probate Attorney, Walnut Creek Probate Attorney
The Personal Representative of the Probate Estate
When a probate is filed, the court will appoint a Personal Representative of the estate. This personal representative will be identified in the court proceeding as the executor or administrator of the estate. This person will sign and file the various documents that will be required by the court through the course of the probate […]
Assets that pass to a surviving spouse can be confirmed to the surviving spouse, through a petition process in probate court. This is not a full probate, and is called a “Spousal Property Petition”. This petition process usually takes around two months to complete, as opposed to around a year that is needed to complete […]
Not all assets are subject to probate. For instance, life insurance policies that name a specific beneficiary are not subject to probate. If however, you name “my estate” or “my children” as beneficiaries, a probate will probably be required. Retirement accounts, also known as “qualified accounts” like IRA’s and 401K’s, are not subject to probate […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Contra Costa Nursing Home Attorney, Elder Law Attorney Walnut Creek, Estate Planning Attorney, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, Special Needs Trusts, Trust Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Medi-Cal Treatment of Reverse Mortgages
Reverse mortgage loans are designed for homeowners who are 62 years of age or older, and who have a substantial amount of equity in their homes. The amount of equity is usually the difference between the fair market appraised value of your property, and the amount due on existing mortgages. As the borrower under a […]
If your older loved one is still driving, find an excuse to ride with them, and observe their behind-the-wheel skills. Check to see if there are any obvious dents o right hand turns if at all possible.
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Brentwood Senior Law Attorney, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay Nursing Home Care Walnut Creek, Trust Attorney Walnut Creek
Medi-Cal Community Spouse Resource Allowance (CSRA) As of January 1, 2018
When one spouse applies for Medi-Cal, the state will look at the assets of both spouses for qualification of the ill spouse. As of January 1, 2018, the community spouse, also known as the “at-home” spouse, or the “well spouse”, may retain up to $123,600 in liquid assets. The ill spouse cannot have more than […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Estate Planning Attorney, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Have You Checked In On Your Older Loved One Lately? “Driving”
Have you checked in on your older in-laws and parents lately? The holiday season affords a good opportunity for you to see them and observe how they are doing. Here are a few things you should consider when you see them. Driving If your older loved one is still driving, find an excuse to ride […]