The wealthy hotel magnate, Leona Helmsley, aka the “Queen of Mean” inherited $5 billion from her husband Harry Helmsley when he died in 1997. Her will stipulated that $12 million be held in a trust fund for her dog (a Maltese named Trouble.)
Category Archives: Estate Planning Attorney
california, Estate Planning Attorney, Estate Planning Attorney Walnut Creek CA, Probates
California Probate Costs
02
Dec
Dec
How much does probate cost in California? Filing a petition in probate court requires costs and fees. For example, out-of-pocket costs include the fee for filing the petition with the court. Other costs include publication fees and probate referee fees. Also, consider additional charges such as courier fees, court appearance fees, certified copies of court […]
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 […]
When Will Probate Be Required? Probate is not always required. With proper estate planning, we can avoid probate, protect assets, and get our “ducks in a row” for Medi-Cal planning. Click the above link for an audio podcast on this subject. Mike Young
When and Under What Circumstances Should You Update Your Estate Planning Documents?
The following are some steps for our senior and (almost senior) clients to consider for healthy living. Prevent falls: My father’s advice to me just before he died was for me to advise all of my clients to not fall. Falls can be the beginning of the end for people. Walk more deliberately, use your […]
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 […]
- 1
- 2