Category Archives: Uncategorized
Probate Administration
Only certain assets left through a person’s will can be administered through a probate proceeding. For a married person, all of his or her separate property, which is in that person’s name…Medi-Cal Regulations: Transfer Penalties
When a person is in a nursing home and applies for Medi-Cal, the Medi-Cal application will ask whether the applicant has transferred away any non-exempt assets during the 30 months prior to…How to Maintain Your Health and Safety
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…Probate Length
Probate proceedings typically take about a year to complete, and can take even longer depending on the assets and complexities of the case. After the petition is filed, notices are given…California Probate Letters
Letters Testamentary and Letters Administration in California Probate When the Personal Representative of the Probate Estate is appointed, whether that person is identified by the court as…Proposition 58 Property Tax Exclusion
A property tax re-assessment of the home in a transfer from a parent to a child can be avoided under California Proposition 58. For instance, when a probate is closed and the home is…Avoid Probate To Avoid Medi-Cal Recovery
When a Medi-Cal recipient dies, the state will attempt to recover from the recipient’s estate, what the state paid for that person’s care during his or her lifetime. Before January 1, 2017,…Medi-Cal Exemptions
If you apply for Medi-Cal, the following list includes items that are generally exempted for qualification. Your home is exempted if it is your principal residence. When applying for…Mortgages & Probate
Many probates involve real estate where a mortgage or loan, is secured by a deed of trust which is recorded against title of the subject real property. Properly recorded mortgages survive…Reverse Mortgages & Medi-Cal
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…
Have a question?
Most families start with a call. There is no obligation.
(925) 256-0298Schedule a Consultation