Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill asked. “Another bill for your dad?” Sally nodded. “But this time it’s his monthly mortgage payment. I wonder if we need to pay it. He’s only been dead five days. Maybe they aren’t aware of it.” Bill snorted. “Why pay the mortgage if he’s dead?…
“And to Mary Kay Morgan, I bequeath my home and the sum of $250,000,” the lawyer intoned. Sara gazed at her sister, Mary, her eyes filled with questions. “Who the heck is Mary Morgan?” she whispered. Mary shrugged. “No idea. Maybe Uncle Hank had a girlfriend or something?” Sara’s eyes narrowed. “Sounds fishy to me. We all know Uncle Hank…
In this continuing series of posts we will focus on Medi-Cal for our over-65 clients who need assistance with long-term care. Here, we continue our discussion of the issues we discuss in our first appointment with our clients. What About Veteran’s Benefits? One preliminary question we ask our clients has to do with their prior military service. In some cases,…
Estate Organizers specialize in handling the personal, tangible property items during the process of settling an estate, as well as assisting the professionals, individuals, and families involved. When a client finds us, or an attorney first refers a client to an Estate Organizer, the person has usually just suffered a loss. Not only is this person handling the new, and…