Tag Archives: estate planning
Helping Clients and Prospects During This Crazy Time!
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…
Estate Planning Workshop – December 10, 2019
Attend an Estate Planning and Asset Protection Workshop December 10, 2019 2:00 to 4:00 p.m. Walnut Creek Library – Oak View Room 1644 N. Broadway Walnut Creek, CA , 94596 (MAP) RSVP: (925)…Steps to Help 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…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…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…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…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…Problems With Do It Yourself Estate Planning:
“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…
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