Category Archives: contra costa county
Protecting Senior Finances With Estate Planning
It is highly recommended for the older person, that their estate planning documents be put in place as early as possible, in order to help guard against elder financial abuse. It is when…Where’s Your Cane Dad?
When my elderly father would come to visit me, I would ask, “Where’s your cane Dad?” He would say that he didn’t need it, and that he was trying to build up his strength. He needed to use…Don’t Wait Too Long To Update Trust & Fin. DPA
Most (perhaps 99%) of all revocable living trusts and financial durable powers of attorney are defective for asset protection and government benefits planning, when incapacity occurs. For…What Happens If You Don’t Die?
Most estate planning documents are prepared for what happens when we die. They are not prepared for what happens if we don’t die. With regard to the trust, if one spouse dies, for instance,…Some Differences Between Medicaid and Medi-Cal
Medicare is a Federal health insurance program. Social Security funds are used to pay the costs of the program. Individuals who are over the age of 65, and who have made Social Secuirty…Choosing an Assisted Living Facility for a Loved One With Dementia
When choosing an assisted living facility for a loved one who suffers from dementia, certain things should be taken into account regarding the facility. More and more assisted living…Veterans Benefits For The Surviving Spouse
The surviving spouse of a wartime Veteran may be eligible for the VA Aid and Attendance Pension Benefit. This benefit can help pay the costs of in home care, board and care and assisted…Plan For Medi-Cal And VA At The Same Time
When we plan for the VA Aid and Attendance Pension benefit, we plan for Medi-Cal at the same time. Medi-Cal and the VA benefit are both asset and income based programs. Medi-Cal pays for…Elder Abuse in California
The California Welfare and Institutions Code Section 15610.07 defines elder abuse as follows: “Abuse of an elder or a dependent adult” means either of the following: (a) Physical abuse,…Using The Final Expense Trust in Medi-Cal Planning
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