Elder Law & Estate Planning Articles — Page 17 of 33
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…Assets That Are Not Subject To Probate
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”…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…Elder Care Tips
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…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…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…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 some money, a hole would immediately start burning in my pocket. I would be…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 the money that is being spent for the older person’s care.…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 assets are at all times. You should be in contact…
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