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Horizon Elder Law & Estate Planning Blog

Monday, July 20, 2020

What Is Life Care Planning?


Life care planning reflects a new mindset in estate planning. Traditionally, when a person set up an estate plan, the goal was to preserve as much wealth as possible for the next generation. One consequence of this approach was that heirs sometimes saw seniors as expensive liabilities on the family’s inheritance. Life care planning views older adults as valuable people whose comfort, safety, health, and well-being should be the first priority of their estate plan. A Read more . . .


Monday, June 29, 2020

5 Qualities of a Great Elder Law Attorney


Whether you need someone to advise and assist you with your elder law questions or you need help for an aging loved one, a California elder attorney can help. If you need to find someone to guide you through the process, it can help to know the five qualities of a great elder law attorney.


Read more . . .


Thursday, June 25, 2020

What to Look for in an Estate Planning Attorney


When you decide to protect your future and provide for your loved ones, a lawyer can help you formulate your plans and draft the documents you need. A California estate planning lawyer can do much more for you than merely write a will or living trust.


Read more . . .


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 . . .


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