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Horizon Elder Law & Estate Planning Blog

Monday, June 22, 2020

Why Consider a Revocable Trust?


A revocable living trust could be a better option for you than a will or an irrevocable living trust. Each of these estate planning documents has advantages and disadvantages. If you are thinking about creating or updating your estate plan, a Read more . . .


Thursday, May 28, 2020

Should My Aging Parents Add Me to Their Bank Accounts?


If you are thinking about getting added to your aging parents’ bank accounts, you should realize and understand the risks. It is not automatically an unwise decision to get added to your parents’ accounts, but sometimes people experience adverse outcomes they did not anticipate.

It might seem convenient to have a joint bank account if you help your parents manage their finances. You might be able to accomplish the same goals through less risky alternatives. A Read more . . .


Thursday, May 21, 2020

How Do I Get My Will and Other Estate-Planning Documents Signed if I Can't Leave the House?


Although this situation could change at any time, California law does not currently (as of April 15, 2020), allow remote online notarization (RON) of documents. More than 20 other states allow RON, but California has not passed previously proposed attempts to allow RON. A Read more . . .


Thursday, May 14, 2020

If Someone Challenges my Trust, Will it go Through Probate?


If someone challenges your trust, the judge could modify the trust, terminate the entire trust, or deny the challenge. The person disputing your trust would have to file a lawsuit in the probate court. A Read more . . .


Monday, April 20, 2020

When Caregivers Are Abused: Setting Boundaries with Your Aging Loved One


We often discuss elderly abuse and nursing home abuse. However, caregiver abuse is also a serious problem for many individuals and families throughout the country. Elderly or incapacitated family members abuse their caregivers physically, verbally, or emotionally. Caregivers may excuse the behavior as a side-effect or symptom of an illness or medication, but this is not always the case. Our Read more . . .


Thursday, April 16, 2020

Assisted Suicide in California: 7 Things Children of Aging Adults Need to Know


If you have an older loved one who has a terminal diagnosis, you might have concerns about your relative’s right to chooses Death with Dignity, also called physician-assisted suicide. A California elder law attorney can help you understand how California law applies to this sensitive situation.
Read more . . .


Monday, April 13, 2020

Understanding Alzheimer's & Dementia Benefits for Veterans


Alzheimer’s and dementia patients and their families face a variety of challenges. One of those challenges is how to pay for the care a person needs as dementia or Alzheimer’s disease progresses. Veterans and their spouses may be entitled to VA benefits to help pay for care related to Alzheimer’s and dementia. Our Read more . . .


Thursday, March 19, 2020

Using Irrevocable Trusts In California Medi-Cal Planning


Many individuals will eventually need long-term care at some point in their lifetimes. Because the cost of long-term care is expensive, a vast majority of those individuals will need assistance paying for that care. Medi-Cal is the name of California’s Medicaid health care program.

However, individuals must qualify for Medicaid to receive assistance with long-term care costs. Our Read more . . .


Monday, March 16, 2020

How a Pour Over Will Works


A detailed estate plan can provide asset protection now and in the future. It can also protect your family and ensure that the legacy you build is available for the next generation and generations to come. Read more . . .


Wednesday, March 11, 2020

Four Things You Didn't Know About Advance Directives in California


Everyone needs an advance health care directive. Even though many people believe that only seniors need these types of documents, the truth is that no one knows when an accident or illness might result in incapacitation. With an advance health care directive, you have more control over your health care even when you cannot speak for yourself. Our Read more . . .


Monday, February 17, 2020

10 Tips That Elderly Californians Should Know About Medi-Cal Planning


Medi-Cal is the Medicaid health care program in California. If you have limited income and assets, you might qualify for several types of medical services through Medi-Cal. Medi-Cal offers health coverage at little or no cost if you are eligible and live in California.

Your age, income, and resources are some of the factors that the Department of Health Care Services (DHCS) will evaluate when determining whether you qualify for coverage. A Read more . . .


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