Understand Medi-Cal Recovery and Avoid an Unpleasant Surprise

Q. Mother recently died after spending two years in a nursing home on Medi-Cal. Medi-Cal just sent us a bill for about $150,000 and says it will file a claim against her home.  Yikes!  We thought her home was an exempt asset.  What do we do about the bill? A. Your situation is all too… Read More »

Estate Planning for Surviving Spouses

Q.  I recently had to lay my wife to rest after almost 50 years together.  Our children keep saying that I should review our estate plan with an attorney to see if anything needs to be done and that all is in order. Do you have any suggestions as to things I should look for,… Read More »

Legal Steps After an Alzheimer’s Diagnosis

Q. My husband was just diagnosed with Alzheimer’s, but still seems to be generally okay. Are there legal steps we should take by way of planning for the future? Yes. Once you or loved one has been diagnosed with Alzheimer’s, it is important to take action to get your affairs in order. Here is my… Read More »

Joint Tenancy vs Tenancy in Common: What’s The Difference?

Q. My brothers and I plan to buy a home together, and wonder whether we should take title to the home as joint tenants or as tenants-in-common. Can you explain the difference? A. Sure. There are distinct differences between these forms of ownership. The principal differences pertain to the equality of ownership and the right… Read More »

A Novel Gift Idea for the Graduate

Q.  Our grandson will be graduating from college soon, and we would like to get him a gift which recognizes the beginning of his adult life and career.  We thought that something of a “legal” nature might be worthwhile, and wondered if you have any ideas? A.  Great thought and indeed I do.  Why not arrange… Read More »