![119: Tools and Tips for Preparing an Accounting with Heather Hamilton](https://absolutetrustcounsel.com/wp-content/uploads/2023/12/ATC-ATT-Live-Event-Episode-119-Show-Notes-Banner.png)
If you’re someone who is serving in the role of trustee, executor, conservator, or guardian, acting as a personal representative for someone’s estate in California, did you know that the state has specific guidelines for probate accounting? According to section 16062, the California probate code requires representatives to provide an accounting at least once a year. The purpose is usually…
![Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed](https://absolutetrustcounsel.com/wp-content/uploads/2023/05/ATC-Rossmoor-Presentation-Blog-Banner-1.png)
![097: Estate Planning Lessons from the Rich and Famous](https://absolutetrustcounsel.com/wp-content/uploads/2022/10/ATC-ATT-Live-Event-Oct-6-Rich-Famous-Email-Header-2.png)
![Tips: How to Avoid Running Out of Money When Inflation Strikes](https://absolutetrustcounsel.com/wp-content/uploads/2022/05/ATC-DMG-Guest-Blog-E-Blast-Graphic-2-1.png)
![Why Do I Have to File a Probate if My Family Member Had a Trust?](https://absolutetrustcounsel.com/wp-content/uploads/2022/05/asian-loving-daughter-comforts-upset-elderly-mothe-2021-12-09-17-02-15-utc-770x406.jpg)
In California, owning assets in a revocable trust enables your family to avoid probate, a court process used to transfer assets to beneficiaries of a will or the decedent’s heirs. One of the main reasons to create a trust is to avoid probate. Unfortunately, more often than we would like, when we assist clients with trust administration after the death…
![Significant Changes Coming to Medi-Cal](https://absolutetrustcounsel.com/wp-content/uploads/2022/04/senior-people-during-afternoon-in-the-nursing-home-2021-08-27-09-54-11-utc-770x406.jpg)
The Aged and Disabled Medi-Cal program pays for long-term care in a skilled nursing facility and care at home through In Home Support Services (IHSS). In order to qualify for this type of Medi-Cal, you must meet an income test, or have a share of cost if your income is too high, and you are limited in the amount of…
![Tips to Avoid Scammers and the Facts About Government Agencies](https://absolutetrustcounsel.com/wp-content/uploads/2021/11/beware-of-phishing-scam-emails-concept-credit-ca-2021-11-01-19-08-55-utc-770x406.jpg)
There has been an increase in scams involving people impersonating the government. Scammers say they are from the IRS, Medicare, Social Security Administration, and even the FBI. Most of these scams target seniors and pray on them using fear tactics or promises of big money. Here are a few examples and facts about the government to keep in mind to…