Recent Blog Posts
Generation Skipping Trust
Over the course of your life, you worked hard and put in long hours for your assets. Understandably, the idea of paying a large portion of these assets in federal estate tax is probably the last thing you want to do. There are many ways that you can preserve your wealth for your loved… Read More »
What is Hospice Care?
Making the decision that a loved one should be taken off their regular healthcare treatment is a difficult and emotional process. Hospice care means that all other medical treatment has failed, and there is no way that the patient’s life can be saved. However, having comfort and control during the final days of your… Read More »
The Importance of End of Life Planning
While no one ever wakes up and decides that today sounds like a great day to decide how they want to pass away, or that today seems like a pleasant day to discuss end of life decisions with their elderly loved ones, the time eventually comes when these decisions must be made. Planning for… Read More »
Improper Discharge or Transfer of a Nursing Home Resident
Once a resident is settled in a nursing home, receiving the care they desperately need, being forced to leave is a traumatic experience. Being discharged too soon can lead to serious medical issues and a rapid decline in physical and mental health. Walnut Creek nursing homes are required under federal and California laws to… Read More »
ABLE ACCOUNTS
California’s ABLE account program was launched in December 2018. An ABLE account can do some amazing things for those who qualify; yet not enough people know about the program, understand the program and sadly, are not signing up for the program. WHAT IS AN ABLE ACCOUNT? An ABLE account is similar to a 529… Read More »
Fraud Scams Against Seniors
The threat of financial fraud is higher than ever these days, with phishing emails, robocalls, counterfeit prescription drug sales, and misleading telemarketing schemes tricking millions of seniors every year into giving their personal identification numbers to criminals, sending money to con artists, or buying unneeded or faulty products from unethical companies that prey on… Read More »
The High Cost of Raising a Special Needs Child
Parents of children with special needs understand the challenges that face them and their child, and they understand that these challenges will remain for their child after they, the parents, pass away. The extra care and financial assistance that children with special needs require is great, and these expenses may, in fact, grow as… Read More »
Establishing a Special Needs Trust
Although it may be uncomfortable to think about, estate planning is actually one of the best ways to ensure that our wishes are carried out after we pass away. How an estate is set up is largely determined by a person’s specific circumstances. For instance, many people choose to create Special Needs Trusts (SNTs),… Read More »
Detecting the Financial Exploitation of Seniors
While many of us think about financial exploitation of the elderly as a crime that is primarily committed by strangers, the reality is that financial abuse against seniors is being perpetrated at an alarming rate by family members. This type of illegal activity can have devastating financial consequences for its victims, so if you… Read More »
Planning For Long-Term Care
Although planning for long-term care is almost always in a person’s best interests, it is not uncommon for family members to wait until a crisis occurs before actually grappling with this issue, at which point, it is too late to plan ahead. The best time to take inventory of the things that a person… Read More »
