Elder Law & Estate Planning Articles — Page 15 of 33
What Happens To A Mortgage During Probate?
Many probates involve real estate where a mortgage or loan, is secured by a deed of trust which is recorded against title of the subject real property. Properly recorded mortgages survive…Items Generally Exempted for Medi-Cal Qualification
If you apply for Medi-Cal, the following list includes items that are generally exempted for qualification. Your home is exempted if it is your principal residence. When applying for…Probate Estate
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…Durable Powers Of Attorney (POA) For Young Adults
We usually don’t think estate planning documents are necessary for younger adults. But consider the potential need for financial and health care powers of attorney for them. We received a…Financial Elder Abuse
Financial Elder Abuse Prevention: The Telephone The telephone is widely used for financial elder abuse. Remember that you do not have to immediately answer the telephone. You should let the…New Medicare Cards Without Social Security Numbers
With the purpose of helping to prevent fraud and to protect identities, the Centers for Medicare and Medicaid Services (CMS), has redesigned Medicare cards. The new cards will no longer…Estate Planning Tips
Prevent Financial Abuse: Financial & Estate Planning Financial and Estate Planning: One of the best ways to prevent financial elder abuse, is to make sure that you know what your financial…Avoid Probate To Avoid Medi-Cal Recovery
When a Medi-Cal recipient dies, the state will attempt to recover from the recipient’s estate, what the state paid for that person’s care during his or her lifetime. Before January 1, 2017,…Elder Care & Relationships
Preventing Financial Elder Abuse-Personal Relationships One red flag that we have seen showing possible elder abuse is exhibited by family members who are overly zealous about preserving…Proposition 58 Property Tax Exclusion -Transfer Between Parent and Child
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…
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