Assets held in “Joint Tenancy” should not require a probate. For instance, the title can be held by two individuals “as joint tenants.”
Estate Planning Attorney, Probate, Probate & Trust Administration, Trust Attorney Walnut Creek
When Is A Probate of Real Property Required?
17
Sep
Sep
Probate Matters. If title is by two people as joint tenants, and one dies, there will be no probate on the first death.
16
Jun
Jun
Medi-Cal is alive and well in California, and we are experienced in implementing the current regulations and requirements.
24
Apr
Apr
Let me first say that we hope all of you are doing well and keeping safe. Existing clients and prospects are calling, asking for help them NOW, in light of the present health crisis. Our answer is a resounding, “Yes we can!” Callers express their desire to complete estate planning documents as soon as possible. […]
Baby Boomer Estate Planning, Estate Planning Attorney, Walnut Creek
Caring for the Vulnerable in the COVID-19 Pandemic
10
Apr
Apr
Experts agree that “older adults” face the highest risk of infection and death relative to the coronavirus pandemic. But just who qualifies as “older?” According to the Centers for Disease Control & Prevention (CDC), “older” means anyone who is currently 65 years of age or older. In fact, 8 out of 10 COVID-19 associated deaths […]
Alzheimer's Care, Alzheimer's Disease, Walnut Creek
How to Choose an Assisted-Living Facility for a Loved One with Dementia
19
Feb
Feb
As an elder law attorney with many clients in assisted living facilities, I have visited many such locations. Over the years, I have discovered the important points to consider when choosing such a facility for someone who suffers from dementia. Dementia requires very specific considerations. So, take the following into account when selecting the facility:
Seminars, Workshops
Free Zoom Workshop: “When the Diagnosis is Dementia” Wednesday, December 11 at 10 a.m.
24
Jan
Jan
Wednesday, December 11, 2024 from 10 a.m. – 11 a.m. on Zoom. Registration is free but necessary since space is limited.
12
Dec
Dec
10 a.m. until 11 a.m. on Zoom — Join us for a free workshop
20
Nov
Nov
2:00 to 4:00 p.m. – Walnut Creek Library, Oak View Room – 1644 N. Broadway, Walnut Creek, CA 94596
29
Oct
Oct
Estate planning & asset protection after a diagnosis of Alzheimer’s, or a dementia-related disease. Life adjustments with possible legal consequences. Don’t wait.