Transferring a Small Estate

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In California, when someone dies intestate – without a valid will – the right to inherit automatically passes to the closest surviving relatives, also known as next-of-kin. If the decedent left a valid will, living trust or life insurance policy, chosen beneficiaries trump rules of intestacy. Having the legal right to inherit does not formally […]

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Estate Administration Overview

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So, you’ve been named as executor, personal representative or trustee under the will or trust of a family member or friend. And now that family member or friend has died. It’s time for you to “administer the estate.” Our Estate Administration Overview summarizes for you the basic steps that need to be taken. Free PDF […]

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Professional Fiduciaries…On Your Behalf

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Conservatorships are often necessary to protect the incapacitated who did not prepare powers of attorney identifying agents to speak for them. The court may appoint conservators of the person to be in charge of their personal needs, physical health, food, clothing and shelter. Conservators of the estate may be appointed to take responsibility for identified […]

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The Modern Patient’s Right to Privacy

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It used to be very clear that communications between a doctor and patient were confidential. However, as the healthcare community started relying on electronic equipment to transfer medical records, different issues arose. The federal Health Insurance Portability and Accountability Act or HIPAA specifically states its respect for each patient’s right to privacy. But the true […]

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In-Home Supportive Services

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The In-Home Supportive Services (IHSS) program provides help to individuals who are unable to remain safely at home without assistance. The IHSS program pays for a wide variety of services, including housecleaning, shopping, meal preparation, laundry, personal care and paramedical services. Who Is Eligible for IHSS? IHSS pays for services to California residents who live […]

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Fact Sheet: Estate Planning

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Who shall inherit assets upon the owner’s death is often determined by: Joint tenancy ownership supersedes other arrangements, so assets a person holds as joint tenant, if any, will be transferred on death to the surviving joint tenant(s). Other assets for which a person has named a beneficiary or made a pay-on-death (or transfer-on-death) arrangement […]

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Important Areas Of Planning

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H.E.L.P.’s goal is to help older adults live better, longer. We assist Older Adults (and their friends and families) in planning for the future. Important areas of planning that we provide information and advice on include the following: Planning for a potential period of incapacity, and the impact of incapacity on making health care decisions […]

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Conservatorship Basics

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What happens to someone who doesn’t have a power of attorney for health care (PAHC) or durable power of attorney for financial matters (DPAFM), but who can no longer adequately take care of his or her personal care or finances? Depending on the person’s needs and assets, a conservatorship may need to be established. In […]

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Nursing Home Dilemma: Was Missing Property Lost or Stolen?

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Misplaced or stolen belongings are a frequent complaint from nursing home residents, their families and visiting friends. Because clothing and money are easy to either steal or lose, nursing homes are required to establish formal policies to reduce theft and loss.  Such procedures must include : Training employees on how to respond to allegations of theft […]

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