Len Tillem

Len Tillem Elder Law, Estate Tax Planning, Estate Planning, Probate,Trust Administration, Serious Injury & Wron

In 1994 Len Tillem established his firm to provide personalized, pragmatic legal representation to clients in a variety of practice areas. The experienced attorneys at Tillem McNichol & Brown are available to assist you with all of your estate planning and administration needs, to assist you and your loved ones with Medi-Cal planning and other asset strategies, and to represent you and your loved

ones who have been seriously injured or killed as a result of the negligent, reckless, or intentional wrongful conduct of another. Specialties

Wills and Powers of Attorney, Estate Tax Planning, Estate Planning, Probate, Trust Administration, Asset Preservation, Long Term Care Planning, Trust and Estate Litigation, Wrongful Death and Serious Injury, Litigation, Elder Law, Revocable and Irrevocable Trusts


Tillem McNichol & Brown
846 Broadway Sonoma, Ca 95476

Toll-Free: (800) 996-4505
Local: (707) 996-4505
Fax: (707) 996-2460

06/01/2022

Selling a house in a trust after death

Dear Len & Rosie, My husband of 27 years and I created a trust and conveyed our home to the trust. He recently passed away. I want to sell our house. How do I get it out of the trust? Can I do a quit claim deed? If I do now sell the house, do I still have to get clear title? Can I just wait

05/20/2022

Estate planning for blended families

Dear Len & Rosie, Two very dear friends of ours have lived together, unmarried, for over twenty years. He owns the house. Both were married before and have grown children and grandchildren. Each of them are financially well-off, and they have bank accounts, investments and other assets. Wh

03/08/2022

Are monetary gifts taxable

Dear Len & Rosie, Early this year, I gave my niece $19,000 to help her buy a car. She called me the other day and said she was told she has to pay income tax on this money. She also asked me for money to pay the tax. Is this true? Should I give her more money? Will she have to pay tax on th

01/31/2022

A farewell & final column from our dear friend Len Tillem

Dear Readers: Len Tillem passed away on Thursday, January 13, 2022 at the age of 77. A few of his columns were still in the pipeline. Here’s is the first of them. Dear Len & Rosie, After my father’s recent death I went in to roll over his IRA, and was told that I couldn’t do it and that

07/17/2021

what to do when your mom is sick

Dear Len & Rosie, My Mom is 76 and was diagnosed with esophageal cancer last month. She has a handwritten will that she gave me last year. She’s concerned now that maybe that isn’t enough. Her main asset is her home which probably has $200,000-$300,000 in equity. Should she record the wil

12/23/2020

Will I have to sell inherited property to pay property taxes | California Proposition 19

Dear Len & Rosie, My parents have multiple properties that I’m supposed to inherit after they pass. I’ve read that because of the passage of Proposition 19, the property tax bills on each of their properties will skyrocket. I may have to sell properties to come up with the money to pay prop

12/04/2020

prenuptial agreement pros and cons

Dear Len & Rosie, I am a single mom, engaged to be married. I also own a house that I am making payments on. My daughter, who is twenty-five years old, is on the title of the home with me as joint tenants. I do not want to do a prenup, but I want to make sure my children inherit my home i

11/25/2020

Putting Affairs in Order Before Death

Dear Readers, We would like to share with you something that we share with each of our clients. It’s really important, our clients like it, and we think that your family can benefit from it as well. You may have seen this in the column before. We print it year after year. Consider it as a gentle r...

11/13/2020

prop 19 pros and cons 2020

Dear Readers: Election results are in and Proposition 19 passed. For those of you with children, Prop 19 may have a significant effect on your estate planning . The first provision of Prop 19 allows property owners who are age 55 or older to relocate anywhere within California to a home of equal

10/28/2020

Should you update your Estate Plan - Questions to ask yourself

Dear Readers: Election 2020 is just around the corner, and that means everyone is thinking about the future. While doing so, it’s a good idea to review your estate plan. The trust you created years ago may not be appropriate for you now. Things change. What was a good idea fifteen years ago may no...

09/18/2020

Who gets life insurance payout

Dear Len & Rosie, I have a $100,000 life insurance policy. I also have a twenty-four year old son from a previous marriage. He's in drug rehab. Originally my son was the beneficiary of the policy, but since I found out about his drug use I thought it best to leave it to my wife. She has a

08/06/2020

The Proper Way To Change Your Beneficiaries.

Dear Len & Rosie, We finished our trust in 2003. We would like to change our beneficiaries. One of our charities is out of business and we would like to give that charity's share to another. Our original lawyer has moved and the new lawyer wants to charge us to "talk" to us befo

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846 Broadway
Sonoma, CA
95476

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