Far too many people view estate planning as a way to bequeath “gifts” to future generations. There are properties and trusts and various types of accounts to be managed, and it’s up to you to determine how and what you what to gift to whom. What many people don’t necessarily consider, however, is that the [...]
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California Attorney Answers, “Should I transfer my home to my kids to protect it if I should need nursing home care?”
The correct answer is “it depends.” It depends on your unique family, health, and financial situation, and which state you live in. Tax consequences also have to be considered. In the event you need long-term care, there is a “look-back” period, which can be as much as five years, that applies to gifts (transfers of [...]
What is the Difference Between Medicare and Medi-Cal?
What is the Difference Between Medicare and Medi-Cal? There is a very large difference between Medicare and Medi-Cal (Medicaid) and people confuse the two all the time. So which program is which and what do they cover?
Medicare is a federally funded entitlement program to provide health insurance primarily to Americans over the age of 65 [...]
Estate Planning is Not Just for Elderly Fair Oaks Residents
Many people in Fair Oaks have a limited understanding of what estate planning is all about. Of course, an important component of it is to determine how your affairs will be handled after your death, but there’s a lot more to it than that. Younger people should also consider “estate planning” in terms of what [...]
Fair Oaks Elder Law Attorney’s Advice on Helping Parents Create an Estate Plan
Estate planning is a sensitive subject for many people, especially when it comes to helping mom or dad with their planning. It can be difficult to think about losing your parents, which is why I find that many adult children in the Sacramento area ultimately put off this important task.
Adult children may also [...]
Trusts and Estates Attorney In Sacramento County Warns, “Don’t Leave Loved Ones Stuck Without the Passwords To Your Online Accounts”
In the age of computers, we’re able to trade stocks, pay bills, connect with old friends, research virtually any topic or shop in an instant… all from the comfort of our living rooms.
And as more and more of us are creating online lives, we are also conditioned to protecting our privacy using private passwords and [...]
Sacramento Probate Lawyer Shares Tips on How to Avoid Probate
Even those who don’t fully understand the probate process are pretty clear about the fact that they want to avoid it. As a probate lawyer near Sacramento, I see so many cases where probate could have been shortened or avoided altogether, if only people had more information.
Probate is a legal process that takes place when [...]
Ask Heather
Is there a statute of limitations on contesting a will or trying to enforce it? My niece just emailed and said that her grandmother died in 2005. Her father pre-deceased the grandmother. The father’s brother never gave her or her sister anything which should have gone to their father. Would your answer be different if [...]
Good Credit Doesn’t Mean Your Nest Egg Is Safe From Bill Collectors | Sacramento Trust Lawyer
You’ve worked hard. You’ve built up a nice nest egg. Do you need to worry about creditors getting their hands on it?
You just might!
This is because the money that you leave to your beneficiaries may be at risk if they have money troubles. Even though you may think that leaving money to someone who has [...]
Ask Heather
I have been wanting to file for conservatorship of my mother. She has Alzheimer’s. She was diagnosed four years ago and is not mentally aware enough to change her Power Of Attorney, which was set in 1992. The sibling who has POA doesn’t want to see her while she’s ill and doesn’t make any decisions [...]
