Archive for assets
Happy Thanksgiving & Thank You, Veterans!
Posted by: | CommentsThis has been a very busy few weeks for us all. Karen and I spent some time in Florida learning about helping clients eligible or who soon will be eligible for Medi-Cal. Preserving and protecting assets for the elderly is an important part of planning that, the sooner it’s handled, the more you can save.
This month, we celebrated Veteran’s Day (Nov 11) and the birthday of the United States Marine Corp Nov 10). Semper Fi! In 2010, the President signed a proclamation that henceforth November would also honor our military and their families. The families are the “invisible” servants to our country because they give up so much so their sons, daughters, husbands, wives, dads and moms are able to defend and protect our country and its common interests worldwide.
What An Estate Planning Attorney Does (aka “Some Things I Did This Month”)
Posted by: | Comments1. Help two different clients get ready to sell a home through probate due to their family or friends who didn’t have a plan in place. Reviewed contracts, title searches, and met with brokers.
2. Work with at least half a dozen families to deal with assets after a loved one has died. Some have effective plans, some don’t. Some require court probate, some don’t.
3. Met with client to design a living trust plan that will smoothly prepare for disability and pass assets at death.
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