Category Archives: Walnut Creek Elder Law

Peace Of Mind In Your 50’s and 60’s

road to peace of mind

As we age, the potential for health challenges increases. These challenges can range from minor ailments to more serious conditions like dementia or Alzheimer’s disease. It’s crucial to plan for how you will pay for various levels of care.

Marriage: 7 Secrets to a Happy Long-Term Relationship

Two golden wedding rings on Holy bible book close up

Marriage is all about togetherness, but neglecting “me time” can lead to resentment. Hobbies provide a healthy escape, allowing each spouse to recharge and rediscover personal fulfillment. Imagine your husband returning from a woodworking session, excited to share a new technique or a perfectly crafted box. His passion becomes infectious, creating a shared joy that spills over into your time together.

Avoid Probate: Tips & Tricks

avoid word on keyboard key, notebook computer

Trusts are a great way to avoid probate because the property held in a trust is not considered part of your estate upon your death. Why? Not you, but a trustee, controls the property and is tasked with distributing the contents under the terms of the trust agreement.

Happy National Elder Law Month!

Elder Law Elderly on Will

An obstacle millions of California senior citizens may encounter is the need to qualify for Medi-Cal coverage. Through online resources, video seminars and in-person trainings, we educate clients and friends to navigate the somewhat confusing process of Medi-Cal qualification.

Probate: What Are The Intestate Rights Of A Surviving Spouse?

What Are The Intestate Rights Of Inheritance Upon The Death Of A Married Person PROBATE: Click on this podcast to find out what you will inherit from your spouse when he or she dies. You may be surprised at some of the answers. This information is not to be taken as legal advice. For probate […]

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 the executor or administrator of the estate, “Letters Testamentary” or “Letters Administration” will be issued to that person by the court. The Letters give the personal representative authority to carry out certain business of the probate […]

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 the court proceeding as the executor or administrator of the estate. This person will sign and file the various documents that will be required by the court through the course of the probate […]

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 amount of equity is usually the difference between the fair market appraised value of your property, and the amount due on existing mortgages. As the borrower under a […]

Have You Checked In On Your Older Loved One Lately? “Driving”

Have you checked in on your older in-laws and parents lately? The holiday season affords a good opportunity for you to see them and observe how they are doing. Here are a few things you should consider when you see them. Driving If your older loved one is still driving, find an excuse to ride […]