Category Archives: Estate Planning in California
Content related to estate planning in California.
How an Estate Plan Keeps You in Control as You Age
By Michael J. Young, Estate Planning and Elder Law Attorney, Walnut Creek, California Short answer: An estate plan is not mainly about money. It is about control. In your estate planning…
3 Reasons You Should Never Put Your Child’s Name on Your Home Deed
It sounds simple and sensible: add your adult son or daughter to the deed of your home so that when you pass away, they automatically own the property without having to deal with the…
Remote Estate Planning in California: How to Create a Living Trust Without Leaving Home
By Michael J. Young, Estate Planning and Elder Law Attorney, Walnut Creek, California Short answer: Yes, you can create a complete California estate plan without coming to a law office. I…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.…
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