Understanding the Importance of Estate Planning: Expert Insights from an Attorney
by
Reid & Hellyer
Estate Planning Attorneys in Murrieta CA
Estate planning is a crucial aspect of securing your family’s future, and as experienced attorneys at Reid & Hellyer in Murrieta, CA, we have witnessed firsthand the transformative impact it can have
Probate & Estate Planning
The Importance of The Role of an Estate Planning Attorney in Securing Your Family’s Future | Reid & Hellyer | Murrieta, CA
The Importance of The Role of an Estate Planning Attorney in Securing Your Family’s Future
by
Reid & Hellyer
Estate Planning Attorneys in Murrieta, CA
Those of us who witness firsthand the complexities and challenges that families face when it comes to estate planning can confidently say that enlisting the services of a reputable…
The Types of Long Term Care Facilities and Why it Matters – Part 1
Searching for care options for a loved one can be very confusing. When you add to the mix the possibility that there may not be enough money to cover the cost of that care – in other words when government benefits such as Medicaid may be needed – it adds another element of complexity to that…
September Wrap-Up: Trust Battles, Digital Assets, and Nursing Home Staff Minimums
By Jordan Young
The last Sunday in September is already here, which means it’s time for this month’s wrap-up. The September wrap-up includes updates on Senator Feinstein’s trust battle, estate planning for digital assets, and a new proposal for nursing house staff minimums.
What’s going on with Senator Feinstein?
Senator Dianne Feinstein and her late husband’s trust have…
Amending a Trust (validly)
By Unknown
Following the passing of a relative or friend, the search begins to discover if the decedent had any estate planning documents. Obviously this process is easier if the decedent previously told their family and friends that they executed estate planning documents and where to find the documents. Regardless, the documents need to be retrieved and…
The Perils of Executor Disputes and the Importance of Choosing Wisely
By Reception
The Perils of Executor Disputes and the Importance of Choosing Wisely Estate administration can be an intricate and emotionally charged process, which is only exacerbated when disputes occur among executors. The recent Queensland case of Re Franks [2021] QSC 134 is a real-life example highlighting the challenges of estate administration and how the process can be disrupted…
Attached Are the Documents Filed as of 9/18/2023 in the Defendant’s SJC Appeal of Discovery Issues in the Karen Read Case
I thank 2nd Assistant Clerk Stephen Cronin for emailing me the attached documents in the Karen Read case where she has appealed a discovery decision made by the trial judge.
SJ-2023-0343_Docket_Sheet(1)
SJ-2023-0343 petition This is the defendant’s petition to overturn some of the trial judge’s decisions.
SJ-2023-0343 motion to impound This is the defendant’s…
Is There Ever an Easy Medicaid Application? Part 4
In last week’s post I continued to tell you about a Medicaid application which our client characterized as easy but turned out to be not so much. One check deposited into an account we were aware of, then led us to 2 other accounts in another bank that we had not been told about.
But…
Step-up in Basis and the IRS’s New Revenue Ruling 2023-2
By Jordan Young
In March of this year, the IRS issued Revenue Ruling 2023-2. This ruling provides clarity on how assets are treated when you transfer them into an irrevocable trust. The ruling basically says that when an asset is transferred into an irrevocable trust during the owners lifetime (and removed from the owner’s estate), that asset will…
Eligibility for Assistance from MassHealth to Pay for Long-Term Care
Given the high cost of long-term care, it’s not surprising that Medicaid (known as MassHealth in Massachusetts) is now the largest provider of funds for nursing home care in the United States. As I discussed in a previous article, MassHealth can also pay for home care, assisted living, and other forms of care available…