I look into your eyes, But I don’t see you there. The light that once was there, Is gone, and I don’t know where. I reach out to your hand, But it feels like a stranger’s. The skin is cold and clammy, And the fingers are weak and frail. I talk to you, but you […]
Category Archives: Uncategorized
11
Apr
Apr
Caregiving requires a strategy to solve a myriad of medical and administrative problems. These tangible books help you start the caretaking journey by highlighting what’s most important, making everyone’s life a little easier.
06
Mar
Mar
Once the executor pays all debts and taxes, they can distribute the remaining assets to the beneficiaries named in the will or to the heirs in the absence of a will. The court approves the distribution of assets, and the executor or administrator must file a final report and accounting with the court.
estate planning attorney, Probate, Probate & Trust Administration, Probate Attorney, Uncategorized, Walnut Creek Probate Attorney
What is Probate Court?
09
Oct
Oct
Assets held in “Joint Tenancy” should not require a probate. For instance, the title can be held by two individuals “as joint tenants.”
Intestate Rights of a Married Person
08
May
May
When and Under What Circumstances Should You Update Your Estate Planning Documents?? We are often asked, “When and under what circumstances should we update our estate planning documents?” One of the first things you should check for in your revocable living trust and financial durable power of attorney, are Medi-Cal and government benefits asset […]
Find out what we will talk about at our next asset protection workshop regarding how to pay for our long term care and getting our ducks in a row for Medi-Cal qualification Welcome to our estate planning and asset protection workshop
Some people are of the belief that if they give away an amount equal to the current $15,000 annual gift tax exclusion amount, that this gift will be exempted from Medi-Cal’s 30 month look back penalty period. This notion is incorrect.
Of course, pre-planning at the earliest opportunity is the best way to assure that Medi-Cal will grant your application, should you need to file at a later time.
If the decedent is single, all assets in the decedent’s name alone can be distributed through a probate proceeding.