Category Archives: Assets
Remote Estate Planning
Remote Estate Planning, Probate, and Trust Administration Throughout California Did you know that you can hire a California attorney for estate planning, probate, trust administration,…
California Trust Administration
A Trustee’s Step-by-Step Guide for Northern California Families The death of a trust settlor triggers immediate legal responsibility. Successor trustees step into a fiduciary role governed…
Important Medi-Cal Update
Protecting Your Medi-Cal Assets for Skilled Nursing Care in California Understanding the Medi-Cal Skilled Nursing Asset Test – What California Residents Should Know for Long-Term Care As…
Estate Planning Misconceptions
Estate planning is often perceived as something only the wealthy or elderly need to consider. Estate planning misconceptions prevent many people from taking the necessary steps to protect…
California Probate & Peace of Mind
Even as we post this, fires wreak havoc on Southern California. Our hearts and prayers go out to all of those affected. Losing a loved one is an emotionally challenging time. Navigating the…
Dementia Stress
‘Tis the Season for Stress’ – Special Challenges Once again, the Holiday Season is upon us. ’Tis the season’ for mixed blessings. Along with the joys of the season come the stressors. This…
Senior Independence
Senior independence can be elusive. As an elder law attorney, I often hear from my clients about their strong desire to remain independent in their own homes for as long as possible. This…
Long-Term Care Planning
People often overlook long-term care relative to estate planning. But it is a crucial aspect to consider. The cost of care can be substantial, and without proper planning, it can deplete…
Dementia Caregiving
Prioritizing Caretaker Health: A Crucial Aspect of Dementia Care Caring for a loved one with dementia, Alzheimer’s Disease, or another cognitive impairment can be an incredibly demanding…
Financial Communication: A Crucial Step for Aging Well
It’s a delicate topic, but one of paramount importance: the conversation about finances as we age. Many older individuals are hesitant to discuss their assets and financial plans with loved…
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