Category Archives: Walnut Creek

Helping Clients and Prospects During This Crazy Time!

Letter to My Clients

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. […]

Caring for the Vulnerable in the COVID-19 Pandemic

Senior Man COVID-19 Risk

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 […]

How to Choose an Assisted-Living Facility for a Loved One with Dementia

Dementia Stages

As an elder law attorney with many clients in assisted living facilities, I have visited many such locations. Over the years, I have discovered the important points to consider when choosing such a facility for someone who suffers from dementia. Dementia requires very specific considerations. So, take the following into account when selecting the facility:

Have You Checked In On Your Older Loved One Lately? “Driving”

Have you checked in on your older in-laws and parents lately? The holiday season affords a good opportunity for you to see them and observe how they are doing. Here are a few things you should consider when you see them. Driving If your older loved one is still driving, find an excuse to ride […]

Medi-Cal Qualification and Joint Accounts

If you are applying for Medi-Cal, you will be required to disclose all of your assets in your application package. Medi-Cal wants to see evidence of all of your accounts, even joint accounts that you may have with someone else. Joint accounts will be considered by Medi-Cal, at least initially, to belong to you alone. […]