Category Archives: Baby Boomer Estate Planning

Senior Sleep: Overcoming Sleepless Nights
Sleepless Nights: Health Concerns, Caregiving, and Estate Planning for Seniors One issue older adults face is senior sleep disturbances. But a good night’s sleep is essential for everyone,…
Why Baby Boomers Need a Different Estate Planning Approach
Estate planning ensures that your loved ones carry out your wishes after you die. But what you prioritize can differ greatly depending on your life stage. While younger generations might…
Sleeplessness: What Worries Older People So They Can’t Sleep?
As we age, our lives change in many ways. Some changes are positive, like having more time for hobbies and spending time with loved ones. But there are also some challenges that come with…
Caring for the Vulnerable in the COVID-19 Pandemic
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…New Medicare Cards Are Being Issued Without Social Security Numbers
With the purpose of helping to prevent fraud and to protect identities, the Centers for Medicare and Medicaid Services (CMS), has redesigned Medicare cards. The new cards will no longer…Medi-Cal Treatment of Reverse Mortgages
Reverse mortgage loans are designed for homeowners who are 62 years of age or older, and who have a substantial amount of equity in their homes. The amount of equity is usually the…Medi-Cal Community Spouse Resource Allowance (CSRA) As of January 1, 2018
When one spouse applies for Medi-Cal, the state will look at the assets of both spouses for qualification of the ill spouse. As of January 1, 2018, the community spouse, also known as the…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…Preventing Financial Elder Abuse – Wait Three Days Before Signing Anything
How to Prevent Financial Elder Abuse – Wait Three Days Before Signing Anything: When I was a child and I earned some money, a hole would immediately start burning in my pocket. I would be…Durable Powers Of Attorney For Young Adults
We usually don’t think estate planning documents are necessary for younger adults. But consider the potential need for financial and health care powers of attorney for them. We received a…
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