Category Archives: Estate Planning in California
Content related to estate planning in California.
Does Having a Will Avoid Probate in California?
One of the most common estate planning assumptions sounds perfectly logical: “I have a will, so my family won’t have to go through probate.” Unfortunately, that’s not necessarily how…
Dementia Care: Planning for Peace
Planning for Peace of Mind: A Guide to Navigating the Financial and Emotional Demands of Dementia Care A diagnosis of Alzheimer’s or another form of dementia is a life-altering event.…
Seamless Estate: Where There’s a Will
Seamless Estate Planning Many people believe that creating a will is the final step in estate planning. They assume that once a will is signed and stored, their wishes will be carried out…
Estate Planning 2025
The Essential Role of an Elder Law Estate Planning Attorney In this blog post, we discuss estate planning 2025. As we age, planning for the future becomes increasingly important. An elder…
Senior Independence
Senior independence can be elusive. As an elder law attorney, I often hear from my clients about their strong desire to remain independent in their own homes for as long as possible. This…
Avoid Probate: Tips & Tricks
There are many reasons people don’t want their estates going to probate and lots of ways to avoid it. One reason they prefer to avoid it is because probate incurs additional expenses and…California Still Has A 30 Month Look Back for Gifting
California still has the 30 Month Look Back Penalty Period for Gifting. There is a federal law known as the Deficit Reduction Act (DRA), which has a 60 month look back penalty period.…Treatment of The Home With Reverse Mortgages By Medi-Cal
Under the Medi-Cal regulations, it is fairly easy for us to establish the home as an “exempt asset” for qualification for Medi-Cal. The usual way is to confirm “an intent to return home” by…Consider Naming a Professional Fiduciary In Your Estate Planning Documents
When we prepare our estate planning documents, such as the Revocable Living Trust and Financial Durable Powers of Attorney, we typically name our spouses and then our children as our…Peace of Mind Now For Baby Boomers and Seniors Facing Retirement
A big issue now facing Baby Boomers and seniors is, surviving in retirement. We should have our “Ducks In A Row” now regarding health and financial issues, and there are many things we can…
Have a question?
Most families start with a call. There is no obligation.
(925) 256-0298Schedule a Consultation