Estate planning is a crucial component of asset protection. By creating a comprehensive estate plan that includes wills, powers of attorney, and healthcare directives, you can ensure your assets are managed according to your wishes, even if nursing home care becomes necessary. Consult with an elder law attorney to develop a tailored estate plan that safeguards your assets and provides peace of mind.
Tag Archives: asset protection
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, Elder Law Attorney Walnut Creek, Hospice Care Walnut Creek, Medi-Cal Attorney Walnut Creek, Medi-Cal Gifting Walnut Creek, Medi-Cal Planning & Qualification, 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 & Trust Administration, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Medi-Cal Qualification
Beware of Arbitration Clauses
The New York Times has examined, in a series of articles, the problems with mandatory arbitration agreements in consumer contracts. The articles examine “… how clauses buried in tens of thousands of contracts have deprived Americans of one of their most fundamental constitutional rights: their day in court.” The NY Times series discusses how consumers […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Hospice Care, 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 Contra Costa County, Senior Law Attorney Walnut Creek, senior law walnut creek, Sustainable Estate Planning, Sustainable Estate Planning Walnut Creek CA, VA Aid & Attendance Attorney Walnut Creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Watch Out For This Scam Regarding Recorded Deeds
As part of our estate and long-term care planning practice, we regularly prepare deeds for our clients. These deeds can for instance transfer real property into or out of trusts, or between individuals. We send the executed and acknowledged deeds to the recorder’s office along with the required preliminary change of ownership reports. Thereafter, within […]
Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Nursing Home Attorney Walnut Creek, Pay for Cost of Long Term Care Walnut Creek, Pay Nursing Home Care Walnut Creek, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Medi-Cal Qualification
Our Estate Plans Change As We Age
Most people I meet have a basic estate plan that is designed for younger people. The plan typically consists of a revocable living trust, pour over wills, financial durable powers of attorney, and health care directives. These plans were typically designed some years ago. The emphasis on that planning was to ensure that if the […]
Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Elder Law 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, Senior Law Attorney Walnut Creek, senior law walnut creek, Sustainable Estate Planning Walnut Creek CA, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Don’t Be A Victim Of Fraud and Financial Abuse
A 2013 study published by the MetLife Mature Market Institute estimated that elders are defrauded of approximately $2.9 billion dollars annually. The reason for this seems to be that older people are too trusting of strangers. My own father, who was in sales his entire life, was too easily talked into buying things he did […]
Alzheimer's Care, Alzheimer's Medi-Cal, Asset Protection Attorney Walnut Creek, Baby Boomer Estate Planning, Elder Law Attorney Walnut Creek, Estate Planning Attorney Brentwood, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Gifting Walnut Creek, Medi-Cal Qualification, Nursing Home Attorney, 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, Senior Law Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Medi-Cal, Capital Gains and the Home
In previous blogs, we have discussed how we can establish the home as an “exempt asset” for qualification for Medi-Cal. Your elder law attorney can help you take the steps necessary to exempt your home and help you qualify for Medi-Cal. However, if your home is in your estate when you pass away after having […]
Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, Brentwood Nursing Home Attorney, Brentwood Senior Law Attorney, Concord Medi-Cal Attorney, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Medi-Cal Attorney Brentwood, Medi-Cal Attorney Walnut Creek CA, Nursing Home Attorney Walnut Creek, Pay Nursing Home Care Walnut Creek, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, Probates with Real Estate, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trust, VA Aid & Attendance Attorney Walnut Creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Final Expense Trust For No Fee
As part of your long term care planning, you can also plan ahead for payment of funeral costs. You can put an amount you decide on into an “irrevocable final expense trust” which will pay for funeral and related costs at the time of your passing. The money you put into the final expense trust […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Atorney, Brentwood Nursing Home Attorney, CA Attorney Asset Protection, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Medi-Cal Attorney Walnut Creek CA, Nursing Home Attorney Walnut Creek, parkinson's disease, Pleasant Hill Senior Law Attorney, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Little Known Law May Help Seniors Pay for Long Term Care
On August 17, 2006, the President signed into law The Pension Protection Act of 2006. This law, which came into effect in 2010, can be very helpful to Baby Boomers and older clients who are looking for ways to private pay for long term care without coming up with additional funds. Many of our clients […]
aid & attendance benefit, aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Nursing Home Attorney, Elder Abuse, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, Probate Attorney Contra Costa County, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trust, Special Needs Trusts, VA Attorney Walnut creek, Veteran's Benefits, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Hiring Home Health Aides:
As part of the Elder Care Journey as we call it, many of our clients will eventually need in-home-care. Our clients want to stay at home but will need help with various activities of daily living, such as eating, bathing, dressing, ambulating and toileting. In fact, our estate planning documents usually confirm an intent to […]
aid and attendance, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, parkinson's disease, Qualification for VA Aid & Attendance, Senior Law Attorney Walnut Creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
No Look Back Period for VA Aid & Attendance
There will NOT be a look-back gifting penalty period for the VA Aid & Attendance Pension Benefit. On February 27, 2014, Senate Bill 1982, known as The Veterans Pension Protection Act, did not get the required votes to pass. One of the purposes of this bill, which also contained other provisions, was to help curtail […]