Nuts and Bolts Guides

Estate Administration

This four-page, plain-language guide discusses the six important steps to follow when administering an estate:

• Find information, documents and assets
• Notify all necessary parties
• Determine proper transfer method(s)
• Handle debts and taxes

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Financial Powers of Attorney

This four-page, plain-language guide provides the following information on Financial Powers of Attorney (DPAFM):

• Purpose and power of a DPAFM.
• Selecting a proper agent
• Importance of coordinating a DPAFM and PAHC
• Conservatorship basics

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Healthcare Powers of Attorney

This four-page, plain-language guide provides the following information on Healthcare Powers of Attorney (PAHC):

• Purpose and power of a PAHC
• Selecting a proper agent
• Chosen agent’s duties and authorities
• How to be an effective agent

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Medi-Cal for Nursing Home Care

This four-page, plain-language guide provides the following information on Medi-Cal coverage for Nursing Home Care:

• Medi-Cal eligibility tests
• Increased countable asset allowance for a community spouse
• Gifts and Medi-Cal ineligibility
• Estate recovery

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Probate (and Avoiding it) in California

This four-page, plain-language guide provides the following information on Probate (and Avoiding it) in California:

• The probate route
• The spousal property route
• The probate avoider route
• Small estate route

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Gift, Estate and Capital Gains Taxes

This four-page, plain-language guide provides the following information on estate and gift taxes:

• Taxes on giving: the $13,000 rule
• Calculating the estate tax
• Tax-free gifts and estate distributions to qualifying charities
• The power of a “Bypass” trust

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Wills and Revocable Living Trusts

This four-page, plain-language guide provides the following information on Wills and Revocable Living Trusts:

• Formalities required for a valid Will
• Passing away “intestate”
• The powers provided by a living trust
• Ways to avoid probate by planning ahead

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Your Aging Preparedness Kit

This plain-language guide provides the following information on ways to plan ahead for what might be in store:

• Your power of attorney for health care
• Think and communicate with your helpers
• Your power of attorney for financial matters
• Your estate plan.
• Your plan for long-term care
• Your plan for funeral and burial

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.