Lawyer Next Door2020-04-28T15:50:33-07:00

Lawyer Next Door

Professional Insights and Helpful Information

Types of Capacity

Types of Capacity Testamentary Capacity verses Contractual Capacity Two primary types of capacity include Testamentary Capacity and Contractual Capacity. Each differs in a unique way.Testamentary CapacityTestamentary capacity refers to the ability [...]

Maximize PPP Funds

Maximize PPP Funds Make the Most of Your Payroll Protection Plan Funds Despite widespread stories of a chaotic roll-out of the CARES Act Payroll Protection Program (PPP), some of the first companies to apply have already received their funds. Wh [...]

PPP Basics

PPP Basics Basics on the Payroll Protection Plan (PPP) While the Payroll Protection Program application process may seem overwhelming, there are some PPP basics that can help you through the process. What is the Payroll Protection Program (PPP)? [...]

Dementia Care

Dementia Care Dementia care begins with custodial care: routine personal care that does not require the attention of trained medical staff. Intermediate care is the step beyond that, when medical care is necessary, but not constant; and at the lev [...]

Inherited Roth IRA

Inherited Roth IRA Understanding the Tax Ramifications of an Inherited Roth IRA A common misconception of an inherited Roth IRA is that upon the account holder’s death, his or her beneficiaries do not need to pay any taxes on the inherited retire [...]

Gift Tax Planning

Gift Tax Planning A Way of Protecting Your Estate from Taxes, Creditors, and Others Gift tax planning can help to ensure that your state stays with your family and not the government or creditor. Here are the basics about Gift tax planning. See o [...]

Secure Act of 2020

The Secure Act of 2020: What Can We Expect Now? In the last 3 and a half years there have been two major tax law changes having to retirement and 529 accounts. Of course, as with any tax changes by our dysfunctional government, they come in the 11 [...]

Probate Emergency

Ex Partes or Emergency Hearings in Probate Matters On occasion, a client calls me and informs me that he or she is faced with a pressing probate emergency in one of our cases. This is particularly difficult because as a general rule, in probate, we [...]

Probate Pitfalls

Potential Pitfalls of Probate Probate pitfalls can make a complicated process a little more daunting. One of the most difficult situations, that we encounter as attorneys in probate cases, happens when a potential client calls in and says that some [...]

Title Surplus

Title Surplus Funds From Foreclosure Title surplus funds or “Surplus funds” or “surplus” typically refer to funds remaining after payment of all disbursements required by the final judgment of foreclosure and shown on the certificate of disbursemen [...]

VA Look Back

VA Look Back 2018 Net Income Rules for Aid & Attendance, Housebound, and Basic Eligibility In September of 2018, the Department of Veterans Affairs (VA) released new rules for non-service connected disability pensions. These are needs-based pension [...]

Holographic Will

Holographic Will pursuant to CA Probate Code Section 6111 What Is a Holographic Will in California? Any Will that has been written out by hand and signed by the testator is a Holographic Will; compared to the Will created by an Attorney which wou [...]

Estate Recovery

Estate Recovery Program “Straight from the horse’s mouth – Department of Healthcare Services” What is Estate Recovery? The Medi-Cal program must seek repayment from the estates of certain deceased Medi-Cal members. Repayment only applies to benefi [...]

Probate Details

Probate Details Probate details can make an already difficult situation feel overwhelming. The specifics for probate accounting are crucial to probate cases and often require exact numbers; not always as straightforward or as easy as they may see [...]

California LLC

Is the California LLC the BEST WAY to Protect your business or yourself in California? Probably Not. This is a controversial issue, with Proponents and Opponents on both sides. This is my opinion after researching the topic. However, let’s first [...]

Undue Influence

Undue Influence in Estate Planning Estate planning is a complicated process where different family members have to interact with each other in new ways. Family members, during this process, can be caught in vulnerable positions and taken advantage [...]

Property Transfers

Save Taxes on Property Transfers CAN YOU TRANSFER YOUR PROPERTY TO ANOTHER WITHOUT THE PROPERTY TAXES BEING RAISED?On June 6, 1978, the state of California voters approved a proposition known as proposition 13. This was created to stop the rapid ri [...]

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  • Sacramento
    3230 Ramos Circle
    Sacramento, CA 95827
  • Lincoln
    433 F Street
    Lincoln, CA 95648
  • 916-250-1511


Mon-Fri: 8am-5pm
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