Category Archives: Uncategorized
Probate-Safe Assets
Assets That Are Not Subject To Probate Not all assets are subject to probate. For instance, life insurance policies that name a specific beneficiary are not subject to probate. If however,…Medi-Cal Regulations 2018
Medi-Cal Community Spouse Resource Allowance (CSRA) As of January 1, 2018 When one spouse applies for Medi-Cal, the state will look at the assets of both spouses for qualification of the…The Probate Spousal Property Petition
Assets that pass to a surviving spouse can be confirmed to the surviving spouse, through a petition process in probate court. This is not a full probate, and is called a “Spousal Property…Probate Estate
The Personal Representative of the Probate Estate When a probate is filed, the court will appoint a Personal Representative of the estate. This personal representative will be identified in…Durable Powers Of Attorney (POA) For Young Adults
We usually don’t think estate planning documents are necessary for younger adults. But consider the potential need for financial and health care powers of attorney for them. We received a…Financial Elder Abuse
Financial Elder Abuse Prevention: The Telephone The telephone is widely used for financial elder abuse. Remember that you do not have to immediately answer the telephone. You should let the…New Medicare Cards Without Social Security Numbers
With the purpose of helping to prevent fraud and to protect identities, the Centers for Medicare and Medicaid Services (CMS), has redesigned Medicare cards. The new cards will no longer…Estate Planning Tips
Prevent Financial Abuse: Financial & Estate Planning Financial and Estate Planning: One of the best ways to prevent financial elder abuse, is to make sure that you know what your financial…Elder Care & Relationships
Preventing Financial Elder Abuse-Personal Relationships One red flag that we have seen showing possible elder abuse is exhibited by family members who are overly zealous about preserving…Elder Abuse: What You Must Know!
Preventing Financial Elder Abuse – Wait Three Days Before Signing Anything How to Prevent Financial Elder Abuse – Wait Three Days Before Signing Anything: When I was a child and I earned…
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