Category Archives: Elder Law Estate Planning

Alzheimer’s Disease: Can You Still Create an Estate Plan?

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If a doctor diagnoses you or a loved one with Alzheimer’s Disease, act quickly. As the disease progresses, it will become increasingly difficult for your loved one to make decisions and manage complex affairs.

Financial Communication: A Crucial Step for Aging Well

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As we age, our health and independence may decline, necessitating various levels of care. This could range from in-home assistance to assisted living or nursing home care. These care options come with significant financial implications. Without a clear understanding of an individual’s financial situation, loved ones may find themselves in a stressful and overwhelming position when making critical decisions about care.

Hoarding and Dementia: Navigating Tough Estate Planning Waters

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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 presents unique hurdles in managing their belongings and ensuring their well-being. However, with the right approach and guidance, families can navigate these challenging waters and […]

Artificial Intelligence (AI) Reshaping Alzheimer’s Detection

AI ethics or AI Law concept. Developing AI codes of ethics. Compliance, regulation, standard , business policy and responsibility for guarding against unintended bias in machine learning algorithms.

Traditional cognitive tests are time-consuming and subjective. AI-powered cognitive assessments can administer shorter, adaptive tests and analyze performance with greater objectivity. This can improve accessibility and accuracy, leading to earlier diagnosis and intervention.

Sleeplessness: What Worries Older People So They Can’t Sleep?

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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. 

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 accounts that you may have with someone else. Joint accounts will be considered by Medi-Cal, at least initially, to belong to you alone. […]

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. However, California has not to date implemented that law. Medi-Cal eligibility workers are required to use the 30 month look back 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 recoverable by Medi-Cal because that is part of your estate. That is why we reserve powers in the revocable […]

Plan For Incapacity Now

Planning for incapacity should take place now, while you still have good mental capacity. If you lose mental capacity, you will not be able to make good decisions regarding your financial and personal affairs. For seniors, incapacity can occur for instance, as the result of a head trauma, dementia or as a consequence of Alzheimer’s […]

Governor Brown Signs The End Of Life Options Bill

Governor Edmund G. Brown Jr. signed into law the AB-15 End of Life Options bill on October 5, 2015.  This is landmark legislation which allows patients who are terminally ill to receive lethal medications to end their lives at a time they choose. The law will become effective at a date to be announced during […]