Elder Law & Estate Planning Articles — Page 16 of 33
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…Elder Abuse: What You Must Know!
Preventing Financial Elder Abuse – Wait Three Days Before Signing Anything How to Prevent Financial Elder Abuse – Wait Three Days Before Signing Anything: When I was a child and I earned…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…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…The Probate Spousal Property Petition
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…
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