This is a tough one and will be difficult to tackle on your own. If you are the trustor and current trustee of this trust, contact me or other...

To ensure you can continue living in the home after the person you are caring for passes away, the trust would likely need to be amended to grant...

Under current California law, Medi-Cal estate recovery is limited to assets in the deceased beneficiary’s probate estate for individuals who die on...

You could lend money to your parents to pay off the reverse mortgage, which allows you to maintain a financial interest in the property without...

To transfer your wife’s 1/3 interest in the residence into your joint revocable trust under California law, the transfer must be completed through...

I suggest that you mom create a living trust and transfer the title of her home to her revocable trust to avoid Medi-Cal recovery.

I suggest working with your trusted estate planning lawyer on the creation of a complete trust-based estate plan. If you don't have a lawyer yet,...

In California, money left in a joint bank account usually belongs entirely to you as the surviving spouse, so you can keep using it, though it’s...

To address your concerns regarding protecting your family member's interest in the property, it is advisable to formalize the loan arrangement...

Putting your family home into your own revocable living trust won't trigger a property tax reassessment in California. After your death, when the...