Len Tillem and Rosie McNichol are elder law attorneys. Contact them at 846 Broadway, Sonoma, CA 95476, by phone at 996.4505, or on the Internet at lentillem.com. Len also answers legal questions each weekday from 3 to 4 p.m. on KKSF Newstalk 910 AM.
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Blog Archives
Don’t miss Len’s podcast
Dear Readers: Can’t get enough of me? Then listen to the podcast of my radio program. Just visit lentillem.com and click on the link to the right.– Len Dear Len & Rosie: My Dad is 90 years old and in … Continue reading
Dear Readers: Can’t get enough of me?
Then listen to the podcast of my radio program. Just visit lentillem.com and click on the link to the right. – Len Dear Len & Rosie: Mother passed away two months ago. We just found the deed to the house. All five … Continue reading
Borrowing Mom’s life savings
Dear Len & Rosie: After my father’s death, my mother Greta gave my brother Stephen a durable power of attorney. Mom was never all that good with finances, and all of us agreed that it would be better for Stephen … Continue reading
This old house
Dear Len & Rosie: When I married my husband we had separate homes. Mine was upside down and I wanted to keep it until it turned around but he wanted to get rid of it. I said I would do … Continue reading
Ne’er-do-well step-son unqualified as trustee
Dear Len & Rosie: My husband and I have wills, but he wants to get a trust, to save probate fees, he says. We have had our wills for over 30 years and my daughter is listed as our executor. … Continue reading
Possession – it’s nine-tenths of the law
Dear Len & Rosie: My sister and I inherited a two million dollar apartment building. My wife of thirty-one years and I have a trust. I have no problem adding her name to the deed as a trustee, but could … Continue reading
You can give away stuff – not children – in your will
Dear Len & Rosie: We’re a young couple that just had a daughter three months ago. We have outdated wills, and we’ve been looking at trusts and wills since before our daughter was born. If we don’t have a trust … Continue reading
Keeping an inheritance as separate property
Dear Len & Rosie: My mother will be 90 this year. She is thinking about giving most of her money away within the next couple of years to her two children and many grandchildren. She has about $100,000, and does … Continue reading
Halfway is only the half of it
Dear Len & Rosie: My husband and I have our house in Community Property with Right of Survivorship, and our 403b’s and IRA’s have designated beneficiaries. All our other accounts also have beneficiaries. We have only have handwritten wills as … Continue reading
Caring for mom
Dear Len & Rosie: My mother requires constant care. I have hired a round-the-clock geriatric care agency to look after her. This is naturally very expensive. I want to take a loan out against the house so mom can stay … Continue reading