Let me first say that we hope all of you are doing well and keeping safe. Existing clients and prospects are calling, asking for help them NOW, in light of the present health crisis. Our answer is a resounding, “Yes we can!” Callers express their desire to complete estate planning documents as soon as possible. […]
Tag Archives: estate planning
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Nov
Nov
2:00 to 4:00 p.m. – Walnut Creek Library, Oak View Room – 1644 N. Broadway, Walnut Creek, CA 94596
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 of my clients to not fall. Falls can be the beginning of the end for people. Walk more deliberately, use your […]
Probate statutory time frames must be adhered to, and apply to various aspects of the probate, including filing dates, publication and creditors’ claims. If there are creditors’ claims against the estate, the probate can take even longer in order to resolve the claims.
Title to real property that is held in a revocable living trust is not subject to probate, because the real property will be distributed to the beneficiaries of the trust, by operation of the terms of the trust.
The state will want to know about all assets of both spouses, including savings, cash, stocks, etc. In addition, the cash surrender value of whole life insurance of the ill spouse cannot exceed $1,500.
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.
Do not be afraid of calling him or her to ask questions. Find out if your required minimum distributions from your qualified accounts, like IRA’s, are being made properly.
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What Can The State Recover After I Die?
If you die after having been on Medi-Cal, the State will try to recover from your estate what they have paid out for your benefit. If there is nothing left in your estate, there is nothing for the State to take. If your home is still in your estate when you die, it could be subject […]
“My husband has prepared our estate planning documents using downloaded forms from the internet. He now has dementia, and may need to go into a nursing home. Can you help us apply for Medi-Cal and protect our home and other assets?” This is an actual case, and the documents are a mess. The documents will […]