Open communication with your loved ones about your estate plan is vital for all generations. However, for boomers, it holds even greater importance. Discussing your wishes for long-term care, asset distribution, and healthcare decisions can help alleviate stress and ensure a smooth transition for your family when the time comes.
Category Archives: Baby Boomer Estate Planning
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.
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 […]
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 show the owner’s Social Security Number. The cards will still be red, white and blue, but will also not show the gender, signature and other personal […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Contra Costa Nursing Home Attorney, Elder Law Attorney Walnut Creek, Estate Planning Attorney, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, Special Needs Trusts, Trust Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 difference between the fair market appraised value of your property, and the amount due on existing mortgages. As the borrower under a […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Brentwood Senior Law Attorney, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay Nursing Home Care Walnut Creek, Trust Attorney Walnut Creek
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 “at-home” spouse, or the “well spouse”, may retain up to $123,600 in liquid assets. The ill spouse cannot have more than […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Estate Planning Attorney, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Estate Planning Attorney, Estate Planning for Baby Boomers, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Senior Law Attorney Walnut Creek, Trust Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 excited and tell my mother what I wanted to buy with the money. She would tell me to think about […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Estate Planning Attorney, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, Trust Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
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 recent call from a client whose 23 year old daughter, Jenny, was in a severe automobile accident. Jenny suffered traumatic brain injury in the accident. […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, Brentwood Senior Law Attorney, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Hospice Care Walnut Creek, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Brentwood, Nursing Home Attorney Walnut Creek, Parkinson's disease Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Pleasant Hill Senior Law Attorney, Probate Attorney Walnut Creek, Probate Attorney Walnut Creek CA, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trusts, Trust Attorney Walnut Creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Your Home and The “Heggstad” Petition
Your home should be transferred to your revocable living trust for various reasons. One reason is to avoid probate of your home upon your death. Another reason is that as of January 1, 2017, if you die after having been on Medi-Cal, the state will not be able to pursue recovery against your home if […]