Beneficiary Income Tax Planning
There is a common assumption that people who inherit through a trust do not have to pay any taxes, but that is not always correct. Because trust beneficiaries do have to pay taxes in certain situations, you will want to think about how to minimize the tax consequences for the beneficiaries of your trust.
A...
When is the Deadline to Object to the Will or Personal Representative?
California law contains time limits to contest a will or object to the appointment of a personal representative, as well as many other aspects of the administration of an estate. You need to know these deadlines if you plan to take any of these actions so that you do not lose the legal right...
How a Special Needs Guardianship Protects Against Medicaid Issues
Many parents who have children with special needs are shocked when they discover that a parent can no longer manage the medical care, education, or financial matters of their child when the child turns 18. Also, you will not have the legal authority to access your child’s educational or medical records. You have limited...
How to Take the Car Keys Away From Unsafe Elderly California Drivers
Some people are able to drive safely well into their advanced years, but for some others, deteriorating eyesight, slowed processing time, the onset of Alzheimer’s disease or another form of dementia, or some other facet of the aging process impacts their driving ability. Rather than wait for a tragedy to happen, there...
Nursing Home Ratings: How to Find a High-Quality Home
The Centers for Medicare & Medicaid Services (CMS) created a Five-Star Quality Rating System “to help consumers, their families, and caregivers compare nursing homes more easily and to help identify areas about which you may want to ask questions.” The rating system was a wealth of information, but one can easily get lost in...