Placentia, CA
Estate planning Lawyer at Placentia, CA
Practice Areas: Estate Planning, Litigation, Elder Law
Titling assets in the name of your revocable living trust does not take away control from you or your spouse. It allows your trustee the authority to manage your finances if you can no longer manage t...
See Full GuideA pour-over will is another document executed with your revocable living trust. A pour-over will says that, if there is any asset that is subject to probate when you pass away, we at least want the te...
See Full GuideA trustee is the person or people who you name in your trust to help manage your financial affairs if you can no longer manage them yourself, or when you pass away. This person will have the duty to m...
See Full GuideEstate planning is the process where we plan for what happens to your health care and your assets, not only when you pass away but more importantly if you become incapacitated....
See Full GuideMedicare is a federal health insurance program, generally for people 65 and up. Medicare is important to long term care planning because Medicare will pay a portion of your skilled nursing facility. H...
See Full GuideProbate is the process where if you pass away with just a will, or without a will or a trust, a probate judge in a probate court oversees the disposition of your assets. Probate should be avoided, bec...
See Full GuideThe look back period is the period in which Medi-Cal looks back at your financial transactions to see if you've given any money away. If you have, Medi-Cal will impose a disqualification or a penalty ...
See Full GuideCurrently, Medi-Cal looks back at the last two and a half years of your finances, and sees if you gave away any money to qualify. If you did, Medi-Cal will impose a formula, which will produce a disqu...
See Full GuideThe best type of attorney to help assist you with qualifying and applying for aid and attendance would be an elder law attorney and particularly a VA accredited elder law attorney....
See Full GuideAll estate planning involves tax planning. For some families, we could be talking primarily about the federal estate tax. For some families, we could be primarily concerned with property tax and maint...
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