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Posts
Asset Protection
- Business Owners – Do You Have a Business Succession Plan?
- Five Reasons to Plan in Advance for Medicaid Asset Protection
- Will My Parents’ Trust Assets Be Taken if They File for Bankruptcy?
- Five Things You May Not Know About Asset Protection Strategies
Avoiding Probate
- Why You Should Title Your Assets Properly to Avoid Probate
- Top 5 Reasons Families Want to Avoid Probate
- How Long Does Probate Take? A Timeline of the Process
- How a Lawyer Can Help Resolve California Probate Complications
- Can Your Parent’s Estate Go to Probate?
- What to Expect During the Probate Process
Conservatorship
- What To Do When You Suspect A Conservator is Engaging in Foul Play
- In wake of conservatorship hearing, some clarity on Woodhouse absence
- Effects of Conservatorship on the Right to Vote
Crisis Management
- Five Reasons to Plan for Incapacity Today
- Tips to Avoid and Manage Crises with Elderly Parents
- Some groups getting left behind in advance care planning
Elder Abuse or Neglect
- How to Prevent Elder Abuse
- New Home Improvement Scam Targets Seniors
- Preventing Sexual Abuse in the Nursing Home
- What to do if you Suspect Elder Abuse
- Scams Targeting The Elderly – What You Need to Know in 2019
- What steps should you take if you suspect elder abuse?
- Elder Abuse & In-Home Care: What you need to know
- Elder Abuse Possibly Underdiagnosed in California Hospitals
- Top 5 Financial Scams Targeting Californians
Elder Law
- How to Take the Car Keys Away From Unsafe Elderly California Drivers
- Nursing Home Ratings: How to Find a High-Quality Home
- The Right Questions to Ask When Choosing an Assisted Living Facility
- What You Need to Know About the Latest Developments in Health Care Directives and Dementia Directives
- What Are the Benefits of a Testamentary Trust?
- Can I Get Paid to Take Care of an Aging Loved One?
- Alzheimer’s Disease Is A Lot More than Just Forgetfulness
- 10 Life Planning Documents for End of Life Issues
- Clues Your Elderly Loved One Is Being Financially Abused
- Can I Visit my Aging Loved One During the Coronavirus Pandemic?
- Alternatives to Nursing Homes: Protecting Your Elderly Loved Ones During a Pandemic
- 5 Qualities of a Great Elder Law Attorney
- Should My Aging Parents Add Me to Their Bank Accounts?
- When Caregivers Are Abused: Setting Boundaries with Your Aging Loved One
- Assisted Suicide in California: 7 Things Children of Aging Adults Need to Know
- Four Things You Didn’t Know About Advance Directives in California
- Top 12 Scams Targeting Seniors
- Understanding the SECURE Act
- Balancing Elderly Driving Rights with Family Safety
- What Are the Criteria for Admission to a Nursing Home?
- Estate-Planning for the Elderly: Choosing an Executor
- Will Medicaid Cover My Nursing Home Expenses?
- Understanding the DNR Order
- Elder Law Planning for Women
- Common Online Schemes to Defraud Elders
- What Should I Look for in a Nursing Home?
- 10 Tips for Creating a Care Plan for Your Aging Parents
- What is ‘Swedish death cleaning’ and should you be doing it?
- Three New Scams Aimed At Senior Citizens
- Seven Do’s and Don’ts of Medi Cal Planning
- Debunking Medi-Cal Myths
- Seven Things to Look Out for When Choosing a Dementia Care Facility
- Tips for Choosing a Trustee
- Understanding Medicare for Long-term Care Planning
- How Do I Qualify for Medi-Cal?
- The Costs of Living Longer
- How Do I Qualify for Medicaid Without Losing All of my Assets?
- Should I Purchase a Long-Term Care Insurance Plan?
- Top Four Reasons Why You Need To Avoid Probate In 2017
- End of Life Startups: Why some things should be kept offline
- Napa care facility sued for elder abuse after nurse steals prescriptions
- Married Couples Can Maximize Social Security Benefits through File and Suspend
- Achieving a Better Life Experience (ABLE) Act
- Tips to Spend Holidays with Aging Relatives
- Tips for Assisting Aging Parents
- Common Misconceptions About Medi-Cal and Nursing Homes
End-of-Life Care
Estate Planning
- Tax Planning Strategies for Estates with Significant Retirement Accounts
- The Dangers of DIY Estate Planning: Why Professional Guidance Matters
- Common Estate Planning Scams and How to Protect Yourself
- The Role of Estate Planning Techniques in Reducing Tax Liability Advanced
- The Role of Life Insurance in Providing Tax-Free Inheritance
- How to Plan for Estate Taxes When Your Estate Includes Illiquid Assets
- The Future of Asset Protection: Trends and Emerging Strategies
- Common Mistakes in Asset Protection Planning and How to Avoid Them
- The Consequences of Failing to Plan: When Conservatorship Becomes Necessary
- Using Special Needs Trusts to Avoid Conservatorship for Disabled Beneficiaries
- How to Prepare for Incapacity Without Resorting to Conservatorship
- How to Handle Out-of-State Assets in Your California Estate Plan
- How to Include Pet Care in Your California Estate Plan
- Real-Life Stories: How Effective Estate Planning Helped California Families
- Do All Wills Go Through Probate in California?
- What is the Difference Between an Executor and a Trustee?
- Attorney Safeguarding Your Assets from Creditors & Lawsuits
- What is the Difference Between a POLST and an Advance Healthcare Directive?
- 10 Worst Retirement Planning Mistakes to Avoid
- What is in a California Estate Plan?
- Hidden Traps in Outdated Living Trusts
- Estate Administration: What Does it Mean to File the Inventory?
- What is the Best Way to Ensure My Children Inherit My Home?
- 10 Tips For Family Caregivers: Tips for Caring for Elderly Parents with Dementia
- How are Annuities and Retirement Benefits Treated for Tax Purposes?
- Estate Taxes: Who Pays? And How Much?
- First Steps in Handling the Estate of a Loved One
- Saying Goodbye to The Current Gift and Estate Tax Exemption?
- Answering Common Questions Clients Have About Estate Planning
- When Should I Start With My Estate Plan?
- Estate Planning Tips to Keep Your Money in the Family
- When Should I Update My Estate Plan?
- What Does ‘Domicile’ Mean in California?
- Avoiding Confusion in a Crisis with Proper Estate Planning
- Categorizing Estate Assets in California
- When and Why to Say No to California Estate Planning Web Documents
- Smoothly Transferring Estate Assets in California
- What Are Special Powers of Attorney?
- Where Do I Store My Estate-Planning Documents?
- What to Look for in an Estate Planning Attorney
- If Someone Challenges my Trust, Will it go Through Probate?
- Don’t Make it Harder on Your Family: Plan for Your Digital Assets
- I’m Adopted: From Whom Do I Inherit?
- Estate Planning Complications That Arise When Families Merge
- What Same-Sex Couples Should Know About Estate Planning
- 5 Reasons You May Not Need Life Insurance
- Estate Planning Myths Debunked
- What to do When You Hate Your Daughter-In-Law – Estate-Planning Practical Guide
- What is the Probate Process Like?
- Estate Planning Documents You Must Have
- What is a HIPAA Authorization?
- Pay Attention to Your State Estate Tax Exemption
- Understanding AB Trusts
- Estate Planning Resolutions for the New Year
- It May Be Time to Update Your Estate Plan
- Talking To Your Family About Your Estate Plan
- Can a Spouse Contest a Medical Power of Attorney?
- Does the Tax Cuts and Jobs Act Affect Your Tax Savings Plan?
- California Children Could Benefit from Tax Laws on Inherited Property
- Handling Estate Planning With a Terminal Illness
- Important Messages to Convey to Your Loved Ones
- Cryptocurrency and Estate-Planning – What You Need to Know
- Five Things You Can Do Before Death to Make Life Easier for Your Loved Ones
- Estate Planning for Soon-To-Be Divorcees
- Handling Financial Matters After the Death of a Loved One
- 7 Deadly Sins of Estate Planning
- What is the Difference Between Conservatorship & Guardianship in California?
- 5 Advantages of Estate Planning
- The Importance of a Durable Power of Attorney
- Seven Medicaid Myths Debunked
- Stepping in to Care For Your Elderly Loved One
- Best Practices in Avoiding Estate Planning Fraud
- What To Do When a Loved One Dies
- Top Ten Things You Need to Know About Planning for Medi-Cal
- What is a Domestic Asset Protection Trust?
- Learning From Philip Seymour Hoffman’s Estate Planning Mistakes
- When Should You Talk to Your Parents About Their Estate Plan?
- Check Your Beneficiary Designations Today
- Estate Planning and the Spousal Fiduciary Duty
- Don’t Have a Will? Here’s What Will Happen to Your Estate
- Top 3 ways to reduce federal estate tax in 2017
- Federal Estate Tax Repeal Could Mean Tax Increase for Californians
- How do I take someone out of my will?
- Revoking or Modifying Your California Will
- What is the difference between a “will” and a “living will”?
- Top 5 reasons to have a power of attorney
- Gifting to Grandchildren? Plan Ahead With a Trust
- How can you avoid estate-planning fraud?
- A New Baby Means Time for an Estate Plan
- When the Caregiver Dies
- More boomers at risk for falls; ER rates increase
- Tip Sheet on How to Avoid Probate in California with Revocable Transfer on Death Deed by Deed and Record
- Are You Leaving an Inheritance to a Beneficiary?
- Transfer of Property at Death
- A Will Does Not Always Have the Last Word
Guardianship
- How a Special Needs Guardianship Protects Against Medicaid Issues
- What Can We Learn About Estate Planning from Britney Spears’ Situation?
- Understanding the Types of Guardianships
- How to Choose a Legal Guardian For Your Child in California
High Cost of Aging
Long-term Care Planning
- Is Long-Term Care Insurance a Good Purchase?
- What Is Life Care Planning?
- 8 Signs You Should be Exploring Long-Term Care Facilities
- Three Issues LGBTQ Seniors Face in Long-Term Care Facilities
- Are You at Risk for Needing Long-term Care?
Medi-Cal Planning
- How Is My VA Pension Counted for Medi-Cal Purposes?
- How to Help Your Elderly Loved One Qualify for Medi-Cal
- Do I Automatically Get Medicare When I Turn 65?
- What Is the Medicaid Spend Down?
- Using Irrevocable Trusts In California Medi-Cal Planning
- 10 Tips That Elderly Californians Should Know About Medi-Cal Planning
Medicaid Planning
Stop Elder Abuse or Neglect
Tax Planning
- Understanding the Tax Implications of Transferring Wealth to Non-U.S. Citizens
- How to Leverage the Generation-Skipping Transfer Tax Exemption
- Beneficiary Income Tax Planning
Veteran’s Benefits
- How Do I Determine What Type of Veterans Benefits I Qualify for?
- Understanding Alzheimer’s & Dementia Benefits for Veterans
- 2019 Brings Significant Changes to State and Federal Veterans’ Benefits
- VA Makes it More Difficult for Veterans to Qualify for Long Term Care Benefits
- Veteran’s Affairs Implements New Regulations for Needs Based VA Benefits
- Seven Things You Didn’t Know About Veteran’s Benefits – But Probably Should
- What Veterans Need to Know About the Service-Disabled Veterans Insurance (S-DVI) Program
- What Benefits Are Available to Veterans and Their Families?
- Veterans’ Benefits for Seniors Expected to Be Reduced in 2017
When a Loved One Dies
Wills & Trusts
- Maximizing the Tax Benefits of Irrevocable Life Insurance Trusts (ILITs)
- What is Intestate Probate?
- Is a Handwritten Trust Legal in California?
- When is the Deadline to Object to the Will or Personal Representative?
- Debunking 4 Myths About California Trusts
- What is a Common Trust?
- Administering a Living Trust After Someone Dies
- How Difficult is it to Change my Will after it is Finalized?
- What Assets Can Be Transferred Into a Trust?
- How Can I Keep My Kids From Fighting Over Their Inheritance?
- What Is an Irrevocable Trust?
- 5 Questions to Ask Before You Write Your Will
- A Beginner’s Guide to Living Trusts
- What Trust Is Right for My Family?
- Understanding Domestic Asset Protection Trusts
- Do I Need a Living Will or DNRO for My Estate Plan?
- What Happens if I Fail to Fund My Trust?
- Is a Revocable Transfer on Death Deed Valid in California?
- How Does a Will Compare to a Trust?
- Should I Give Gifts During My Life or Leave Them in My Will?
- Why Consider a Revocable Trust?
- How Do I Get My Will and Other Estate-Planning Documents Signed if I Can’t Leave the House?
- How a Pour Over Will Works
- Seven Things to Include in Your Will
- 7 Things Not to Include When Writing a Will
- What Is an Irrevocable Life Insurance Trust?
- Special Needs Trusts for Children with Disabilities
- What Types of Trusts Are There and How Do I Determine Which One is Right for Me?
- Including Your Pet In Your Estate Plan
- California Trusts – What You Need to Know
- Protecting Your Original Estate Planning Documents
- Common Oversights in Estate Planning
- Who should you appoint as executor in your will?