The Right Questions to Ask When Choosing an Assisted Living Facility
Looking for an assisted living center for your aging loved one can cause high anxiety. You want your relative to be happy, safe, and healthy, but you might not have confidence in your ability to select the right place, particularly if you have never gone through this process before.
Here is a sampling of the...
10 Worst Retirement Planning Mistakes to Avoid
Administering a Living Trust After Someone Dies
If your loved one died and named you as the Successor Trustee of a living trust, you will have a great deal of work to do while dealing with your grief and loss. The good news is that because your loved one left a living trust, usually you will not have to go to...
What is in a California Estate Plan?
Hidden Traps in Outdated Living Trusts
If you created a living trust 10 or 20 years ago, you probably need to update it to avoid problems for yourself and your beneficiaries. Even a living trust from five years ago could need some revisions if it is going to meet your current goals and needs.
A California estate planning attorney can...
How Difficult is it to Change my Will after it is Finalized?
You might decide sometime after making a will that you want to change some of the terms of the document. Perhaps one of the beneficiaries is now deceased, or you no longer own an item you gave away in the will. There can be many reasons for wanting to modify your will.
You do...
What is the Best Way to Ensure My Children Inherit My Home?
Estate Administration: What Does it Mean to File the Inventory?
If you are named to serve as the personal representative of a loved one’s estate, you will have many responsibilities under the California probate code. One of these tasks is to file an inventory with the probate court. You will have to follow the rules and perform this task correctly before the judge will...
What You Need to Know About the Latest Developments in Health Care Directives and Dementia Directives
Dementia is one of the common health issues that individuals face as they age. Alzheimer’s disease and other forms of dementia cause a person to lose their memory. They also lose the ability to understand many of the things going on around them, including the ability to make health care decisions.
A California elder law...
How are Annuities and Retirement Benefits Treated for Tax Purposes?
As you evaluate your preparations for retirement, you need to know how your income will get taxed after you stop working and have a fixed income. Many people rely primarily or solely on Social Security retirement benefits when they retire. Pensions are not as commonplace as they used to be. Some people invest...