Category Archives: Elder Law Estate Planning
Durable Power of Attorney
Why Your Financial Durable Power of Attorney Should Be Carefully Coordinated with Your Revocable Living Trust Many Californians believe that once they sign a Revocable Living Trust, their…
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…
Alzheimer’s Disease: Can You Still Create an Estate Plan?
Alzheimer’s Disease Dementia is a progressive neurodegenerative disorder that affects memory, thinking, and behavior. As diseases such as Alzheimer’s progresses, it can make it increasingly…
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…
Hoarding and Dementia: Navigating Tough Estate Planning Waters
Planning for the future of an aging loved one is always a delicate task. However, it becomes even more complex when facing two challenging realities: hoarding and dementia. This combination…
Artificial Intelligence (AI) Reshaping Alzheimer’s Detection
Alzheimer’s disease (AD), a progressive neurodegenerative disorder, casts a long shadow over millions of lives worldwide. Early detection is crucial for timely intervention and improved…
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…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…California Still Has A 30 Month Look Back for Gifting
California still has the 30 Month Look Back Penalty Period for Gifting. There is a federal law known as the Deficit Reduction Act (DRA), which has a 60 month look back penalty period.…Medi-Cal and Life Insurance Recovery
If you die after having been on Medi-Cal, the state can only recover what is left in your estate at the time of your death. Whatever is in your revocable living trust when you die, is…
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