The Essential Role of an Elder Law Estate Planning Attorney In this blog post, we discuss estate planning 2025. As we age, planning for the future becomes increasingly important. An elder Law estate planning attorney can help you navigate the complexities of estate planning and elder law.
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Oct
Oct
This time of year, can likewise create stress for your loved one whose anxiety levels seem to mirror your own. Unlike yourself, however, the dementia affects your loved one’s ability to express himself or herself clearly. Simple changes in routine can cause unexpected anxiety which increases with the inability to verbalize what they are feeling.
Estate Planning Attorney Walnut Creek CA, parkinson's disease, Parkinson's disease Walnut Creek
PD (Parkinson’s Disease) Progression
15
Oct
Oct
The late stages of Parkinson’s disease are marked by a significant decline in physical and cognitive function. Patients may become severely limited in their mobility, requiring assistance with daily activities. Communication can also become impaired, making it difficult to express thoughts and needs. Additionally, the risk of complications, such as falls and pneumonia, increases significantly.
09
Oct
Oct
It’s important to note that there are costs associated with in-home care. These costs can be covered through personal funds, traditional long-term care insurance, or newer long-term care financial products. However, it’s crucial to assess whether your needs can be safely met at home with the available support system and financial resources.
Alzheimer's Care, Alzheimer's Disease, Elder Law Estate Planning
Alzheimer’s Disease: Can You Still Create an Estate Plan?
01
Oct
Oct
If a doctor diagnoses you or a loved one with Alzheimer’s Disease, act quickly. As the disease progresses, it will become increasingly difficult for your loved one to make decisions and manage complex affairs.
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Sep
Sep
Reverse Mortgages: A reverse mortgage can provide access to cash from your home equity, which can be used to help cover long-term care costs. However, it’s important to understand the potential risks and limitations associated with reverse mortgages.
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Sep
Sep
When a spouse is the primary caregiver for a person with dementia, the strain on the relationship can be particularly intense. It’s common for the well spouse to experience burnout and health problems. It’s essential for both spouses to discuss their needs and expectations and to seek help from family, friends, or professional caregivers.
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Aug
Aug
As we age, our health and independence may decline, necessitating various levels of care. This could range from in-home assistance to assisted living or nursing home care. These care options come with significant financial implications. Without a clear understanding of an individual’s financial situation, loved ones may find themselves in a stressful and overwhelming position when making critical decisions about care.
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Aug
Aug
Living alone can be isolating for older adults, and this isolation can contribute to a decline in physical and mental health. A lack of social interaction can lead to decreased mobility, reduced balance, and a higher risk of falls. Additionally, without someone to assist with daily tasks like cooking and cleaning, the risk of accidents increases. A fall in an empty home can have devastating consequences. So, how can you pursue fall prevention techniques?
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Aug
Aug
The prevalence of dementia increases significantly with age. While exact numbers vary by region and study, it’s estimated that around 50% of people aged 85 and older have dementia.
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Aug
Aug
Look for a facility that offers a variety of activities and entertainment options. Social interaction and engagement are important for maintaining cognitive and emotional well-being.
elder law, parkinson's disease, Parkinson's disease Walnut Creek
Parkinson’s Tremor: Recognizing Early Signs in Your Partner
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Jul
Jul
A tremor in a resting hand is a classic sign, but it’s not the only one. Look for a tremor that persists, especially when relaxed. Another early indicator is bradykinesia, or slowness of movement. Simple tasks like getting dressed or buttoning a shirt may take significantly longer and require more effort. Rigidity, a feeling of tightness or restricted movement, can affect any part of the body, leading to a stooped posture or a shuffling gait. Balance problems and falls are also common, so be observant if your partner seems unsteady or trips more frequently. Changes in speech can be subtle but significant. Speech may become softer, slurred, or monotone.
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Jul
Jul
Memory Lapses: Forgetting recent conversations, misplaced items becoming a regular occurrence, or difficulty remembering appointments are all potential red flags.
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Jun
Jun
Despite challenges, the emergence of new drugs like Leqembi signifies a turning point in the fight against Alzheimer’s. Research is accelerating, and the scientific community is no longer solely focused on managing symptoms but also on modifying the disease course.
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Jun
Jun
Marriage is all about togetherness, but neglecting “me time” can lead to resentment. Hobbies provide a healthy escape, allowing each spouse to recharge and rediscover personal fulfillment. Imagine your husband returning from a woodworking session, excited to share a new technique or a perfectly crafted box. His passion becomes infectious, creating a shared joy that spills over into your time together.
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Jun
Jun
As we age, our bodies naturally experience changes in sleep patterns. The production of melatonin, a hormone that regulates sleep, can decrease, making it harder to fall asleep and stay asleep. Additionally, many age-related health conditions can disrupt sleep. These include:
Assets, Nursing Home Attorney, nursing homes
Senior Care Options in the United States: Navigating the Journey
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Apr
Apr
For some, staying independent may require additional assistance with daily living activities (ADLs) like bathing, dressing, or medication management. In-home care services provide this support in the comfort of a person’s own home. Trained caregivers can offer a helping hand with a variety of tasks, from personal care to meal preparation and light housekeeping. This option allows for a personalized care plan and can be particularly appealing to men who may be hesitant to move out of their familiar surroundings.
Assets, Dementia, Elder Law Estate Planning
Hoarding and Dementia: Navigating Tough Estate Planning Waters
05
Mar
Mar
Planning for the future of an aging loved one is always a delicate task. However, it becomes even more complex when facing two challenging realities: hoarding and dementia. This combination presents unique hurdles in managing their belongings and ensuring their well-being. However, with the right approach and guidance, families can navigate these challenging waters and […]
16
Feb
Feb
As we age, the fear of falling becomes a prevalent concern. And with good reason. According to the CDC, one in four older adults experiences a fall each year, with consequences ranging from bruises to debilitating injuries. But the good news is, falls are not inevitable. By taking proactive steps, fall prevention tips can help […]
Alzheimer's Care, Alzheimer's Care Antioch, Alzheimer's Disease
New Alzheimer’s Disease Developments
09
Feb
Feb
While effective treatments are crucial, preventing Alzheimer’s altogether remains a desirable goal. Research focusing on lifestyle modifications and early intervention is gaining traction. Studies suggest that regular physical activity, a healthy diet rich in fruits and vegetables, and cognitive stimulation may play a role in reducing Alzheimer’s risk.
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Dec
Dec
But let’s not forget the toll this silent heroism takes. The caregiver, too, is human, susceptible to fatigue, loneliness, and the gnawing fear of the unknown. Societal pressures often add to the burden, leaving them feeling isolated and misunderstood. Yet, they persevere, finding solace in small victories, a shared smile, a moment of recognition, knowing that their love makes a world of difference in the life of their loved one.
Alzheimer's Care, Baby Boomer Estate Planning, Elder Law Estate Planning
Sleeplessness: What Worries Older People So They Can’t Sleep?
11
Dec
Dec
An elder law estate planning attorney and a long term care financial planner can help you create a plan that meets your specific needs as you age. Worry and anxiety are common problems for older people. However, there are things you can do to cope with these problems and get a better night’s sleep. By following the tips in this blog post, you can improve your sleep quality and feel better overall.
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Dec
Dec
The most common cause of young-onset dementia, accounting for about 30% of cases. Early-onset Alzheimer’s typically presents with memory loss, followed by other cognitive and behavioral changes.
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Nov
Nov
Focus on togetherness. The holidays are a time to be together as a family. Make time for activities that you can both enjoy, such as watching holiday movies, listening to Christmas music, or looking at photo albums.
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Oct
Oct
The cost of care can be significant. HD patients often require long-term care, which can be very expensive. That’s why estate planning and financial planning are so important for people with HD and their families. Make sure the court distributes assets according to your wishes after you die. Financial planning can help ensure that you have the financial resources you need to pay for your care.
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Sep
Sep
Once the scammer has the gift card number and PIN number, they can use the gift card to purchase goods and services online or in stores. Gift cards are difficult to trace, so it is often difficult for victims to get their money back.
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Sep
Sep
Consider getting a mail theft detector. Several devices detect when someone opens your mailbox.
Report mail theft to the police. If you suspect mail theft, report it to the police immediately.
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Sep
Sep
The diagnosis of Alzheimer’s disease and MID can be challenging, as there is no single test that can definitively diagnose either condition. Doctors will typically use a combination of tests, including a physical exam, a neurological exam, and neuropsychological testing, to make a diagnosis.
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Aug
Aug
I look into your eyes, But I don’t see you there. The light that once was there, Is gone, and I don’t know where. I reach out to your hand, But it feels like a stranger’s. The skin is cold and clammy, And the fingers are weak and frail. I talk to you, but you […]
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Aug
Aug
No one-size-fits-all answers the question of when an older person should stop driving. However, warning signs indicate when to consider giving up the keys. These signs include:
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Aug
Aug
With the 90-second rule, if a dementia patient answers two or more of these questions incorrectly, they may be referred for further testing, such as a brain MRI or PET scan. These tests can help to rule out other possible causes of dementia, such as vascular dementia or Lewy body dementia.
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Jul
Jul
If you do answer a call from an unknown number, don’t give out any personal information, such as your Social Security number or bank account number.
estate planning attorney, parkinson's disease, Parkinson's disease Walnut Creek
Parkinson’s Disease (Adapted from Michael J. Young’s Parkinson’s Disease Legal Survival Guide)
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Jul
Jul
Parkinson’s Disease (PD) is a neurological disorder that affects movement. PD results from the loss of nerve cells in a part of the brain called the Substantia Nigra. These cells produce a chemical called dopamine, which helps control movement. When these cells die, the brain fails to produce enough dopamine. As a result, this leads […]
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May
May
An estate plan typically includes a revocable living trust, financial power of attorney, and a health directive to physicians. The revocable living trust will specify how your assets will be distributed after you die. The financial power of attorney is a legal document that gives someone else the authority to make financial decisions on your behalf if you are unable to do so yourself. A health care directive to physicians is a legal document that gives someone else the authority to make decisions about your health care if you are unable to do so yourself.
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Apr
Apr
Caregiving requires a strategy to solve a myriad of medical and administrative problems. These tangible books help you start the caretaking journey by highlighting what’s most important, making everyone’s life a little easier.
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Mar
Mar
Once the executor pays all debts and taxes, they can distribute the remaining assets to the beneficiaries named in the will or to the heirs in the absence of a will. The court approves the distribution of assets, and the executor or administrator must file a final report and accounting with the court.
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Feb
Feb
A probate lawyer can provide the right expertise and representation necessary to protect the wishes of everyone involved. Hence, hiring a probate lawyer reduces anxiety and ensures a smooth resolution of the estate.
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Oct
Oct
You can avoid probate by creating an inheritance agreement. This is a contract where the owner agrees that another person will inherit the property.
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Jun
Jun
The wealthy hotel magnate, Leona Helmsley, aka the “Queen of Mean” inherited $5 billion from her husband Harry Helmsley when he died in 1997. Her will stipulated that $12 million be held in a trust fund for her dog (a Maltese named Trouble.)
In an attempt to help our clients and friends understand probate terms, we have assembled this short probate dictionary, which features helpful probate terms. Beneficiary The beneficiary is the person named in the will who will inherit the assets of the probate estate.
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Feb
Feb
Are Probate Court Records Public In California? In California probates, the public has access to probate court records. Contact the probate court clerk in any county where an attorney filed probate. Request to view the filed documents. For a fee, you can even obtain copies of filed documents from the clerk. Also, the last will […]
Elder Law Attorney Walnut Creek, Probates, Walnut Creek Medi-Cal Qualification
Probate of Your Home: The “Heggstad” Petition
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Dec
Dec
Transfer your home to a Revocable Living Trust (RLT) for several reasons. First, doing so will prevent probate of your home when you die. Another reason is that, as of January 1, 2017, if you die after collecting Medi-Cal, the state cannot pursue recovery against your home if it is in your RLT. In this […]
02
Dec
Dec
Probate Timeline In California, where Walnut Creek Elder Law is located, probate proceedings typically take about a year to complete. The probate timeline may require even more time, depending on the assets and complexities of the case.
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Aug
Aug
Many young adults believe they are too young to concern themselves with estate planning. While in their 20’s and 30’s they think they don’t own enough assets to constitute an estate. However, an estate is the total of everything you own – money, investments, real estate, vehicles, business interests, digital assets (including cryptocurrency), and other […]
Alzheimer's Disease, elder law, Medi-Cal Qualification, Walnut Creek Elder Law
Happy National Elder Law Month!
21
May
May
An obstacle millions of California senior citizens may encounter is the need to qualify for Medi-Cal coverage. Through online resources, video seminars and in-person trainings, we educate clients and friends to navigate the somewhat confusing process of Medi-Cal qualification.
Asset Protection Attorney Walnut Creek, estate planning attorney, Probate Attorney Walnut Creek, Walnut Creek Probate Attorney
What Is A Pour-Over Will?
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Mar
Mar
The probate court process could take almost a year finalize. But the goal is to obtain a court order. It is called a Pour-Over Will since you would “pour” the asset over into the RLT. The court would distribute the asset would from the trust to the beneficiaries. If the amount of the asset is less than $166,250, we could prepare a “California Small Estate Affidavit.” You would present the affidavit to the bank or financial institution. It authorizes the bank or financial institution to distribute the asset to the person making the affidavit.
estate planning attorney, Estate Planning Attorney Walnut Creek CA
Asset Distribution & Beneficiary Selection
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Feb
Feb
If your have children are minors, “separate share trusts” can fit into your RLT for each minor child. Make distributions from the separate share trusts to the minor child during his or her lifetime.
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Jan
Jan
With married decedents with a domestic partner, ask this: Did they have children? In such a case, all assets pass to the surviving spouse or domestic partner.
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Jan
Jan
Court rules and requirements regarding probate procedure overwhelm people. However, probate courts often respond to these rules differently. Accordingly, the following information covers generalities about California probate. Please refrain from referring to them as a treatise. These guidelines offer an idea about what many probate courts require. Seek the advice of counsel before filing any […]
california, Estate Planning Attorney, Estate Planning Attorney Walnut Creek CA, Probates
California Probate Costs
02
Dec
Dec
How much does probate cost in California? Filing a petition in probate court requires costs and fees. For example, out-of-pocket costs include the fee for filing the petition with the court. Other costs include publication fees and probate referee fees. Also, consider additional charges such as courier fees, court appearance fees, certified copies of court […]
estate planning attorney, Probate Attorney Walnut Creek, Probates, Walnut Creek Probate Attorney
What to Gather for a Probate Attorney
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Oct
Oct
To prepare to meet with your probate attorney, gather documents and information regarding the decedent. So, the earlier you take these steps; the sooner probate proceedings will begin. After the county issues a death certificate, bring it with you. Thus, if they have not issued a death certificate, know the decedent’s date of death.
estate planning attorney, Probate, Probate & Trust Administration, Probate Attorney, Uncategorized, Walnut Creek Probate Attorney
What is Probate Court?
09
Oct
Oct
Assets held in “Joint Tenancy” should not require a probate. For instance, the title can be held by two individuals “as joint tenants.”
Estate Planning Attorney, Probate, Probate & Trust Administration, Trust Attorney Walnut Creek
When Is A Probate of Real Property Required?
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Sep
Sep
Probate Matters. If title is by two people as joint tenants, and one dies, there will be no probate on the first death.
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Jun
Jun
Medi-Cal is alive and well in California, and we are experienced in implementing the current regulations and requirements.
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Apr
Apr
Let me first say that we hope all of you are doing well and keeping safe. Existing clients and prospects are calling, asking for help them NOW, in light of the present health crisis. Our answer is a resounding, “Yes we can!” Callers express their desire to complete estate planning documents as soon as possible. […]
Baby Boomer Estate Planning, Estate Planning Attorney, Walnut Creek
Caring for the Vulnerable in the COVID-19 Pandemic
10
Apr
Apr
Experts agree that “older adults” face the highest risk of infection and death relative to the coronavirus pandemic. But just who qualifies as “older?” According to the Centers for Disease Control & Prevention (CDC), “older” means anyone who is currently 65 years of age or older. In fact, 8 out of 10 COVID-19 associated deaths […]
Seminars, Workshops
Free Zoom Workshop: “When the Diagnosis is Dementia” Thursday, October 24 at 10 a.m.
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Jan
Jan
Wednesday, June 26, 2024 from 10 a.m. – 11 a.m. on Zoom. Registration is free but necessary since space is limited.