Tag Archives: avoid probate
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…
Avoid Probate for Your Home
Protecting Your Family’s Legacy: Avoiding Probate for Your Home Avoid Probate: A Common Concern, A Simple Solution Imagine this: You receive a call, a difficult one, informing you of a…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…Medi-Cal Recovery Will Be Limited to Probate Estates after January 1, 2017
We have recently blogged about the new legislation Governor Brown signed, effective January 1, 2017, which changes the rules regarding recovery by the state for payments it has made to…Consider a Line of Credit On Your Home
The home is usually our clients’ most valuable asset. For Medi-Cal planning purposes, we have discussed in previous blogs how you can set up your Long Term Care Plan to ensure that you can…An Interesting Insurance Based Strategy To Help Private Pay For Long Term Care
Our clients are concerned about how they will private pay for their long term care. Most long term care takes place first in our homes and then in assisted living facilities. We have…Peace of Mind Now For Baby Boomers and Seniors Facing Retirement
A big issue now facing Baby Boomers and seniors is, surviving in retirement. We should have our “Ducks In A Row” now regarding health and financial issues, and there are many things we can…Alzheimer’s Is A Family Illness!
Our office represents many families who have a loved one who has been diagnosed with Alzheimer’s disease or another form of dementia. We typically will receive a call from the spouse or…Protect Your Home From a Medi-Cal Lien With a Reserved Life Estate
Medi-Cal can pay for your stay in a skilled nursing facility if you qualify. Under the state’s regulations, your home can be confirmed as an exempt asset in the Medi-Cal application. This…BEWARE OF SCAMMERS WHO PREY ON SENIORS
Scammers are consistently targeting older people. An older client of ours in Walnut Creek called us to ask how she could be taken to the airport so that she could give a courier $2,500 for…
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