A Simple Will Can Do A simple will can accomplish a lot of your estate planning goals. It can leave all property to someone often your spouse or partner or if you’re single to your children or relatives, friends, or charities. A simple will can say what to do if that person dies first or…
What’s the Right Age to Start Looking for an Elder Law Attorney? Elder law clients tend to come in one of three forms. The first type is the client that’s in their late forties or early fifties when it’s much too soon for them to have an immediate concern about their long-term care, but they…
What is Probate of a Will? Probate of Will – Countries whose legal systems evolved from the British common law system, such as the United States, typically use the probate system for distributing property at death. Probate is a process where the decedent’s Will, if any, is entered in court. After hearing evidence from the…
Avoiding Probate Mediation and Avoiding Probate – Due to the time and expenses associated with the traditional probate process, estate planners frequently counsel clients to enact probate avoidance strategies. Some prevalent probate-avoidance plans include Revocable Living Trusts, Joint Ownership of Assets, and making lifetime gifts. If a Revocable Living Trust is used as a part…
A Simple Will Can Do A simple will can accomplish a lot of your estate planning goals. It can leave all property to someone often your spouse or partner or if you’re single to your children or to relatives, friends, or charities. A simple will can say what to do if that person dies first…
What is a Transfer on Death Deeds? Transfer on Death Deeds is the least expensive way to transfer real property without having to go through the headache of probate or creating a revocable living trust. Beginning January 2016 and lasting until January 2021, revocable transfer on death deeds are currently legal in California. Revocable means…
Here is a situation I experienced with one of my new clients seeking help with an older trust… Does this look like yours? If I remember correctly, you indicated that your Estate Plan was made 15 years ago. If you have not made any changes to those documents since then, they likely contain what we…
One of the Most Common Questions That We Get Asked is if There’s a Way to Protect the Home? How do I protect my house? Can I protect my home from a nursing home stay or keep it away from Medicaid so that if I have to go to a nursing home, my family can…
Online Estate Plans Is Online Estate Plans a Good Idea? A question that I’m asked a lot is regarding website solutions and whether or not you truly need an attorney to draft your estate plan. In my opinion, 100 percent, you need an attorney to draft your estate plan. I can’t tell you how many…
Care Instructions Including Living Wills Now More Than Ever Review Your Health – Although this is undoubtedly a truly sensitive subject, it must be addressed. All of us should review healthcare-related documents, including a living will, DNR, healthcare directive, and HIPAA release immediately. You need to have signed current documents in place that reflect your…