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My Pets helped me get through Covid—Who will take care of them when I am gone?

May 17, 2021

While I assist everybody with estate plans, because I am an elder law attorney, my practice naturally attracts older adults. When I meet with my clients, we talk at length about obvious issues such as the importance of naming the right person to assist them if they become incapacitated. Which by the way, is something… Continue reading about My Pets helped me get through Covid—Who will take care of them when I am gone?

What is significant about the Britney Spears California conservatorship case?

March 15, 2021

britney spears in red dress-on the red carpet

Two very compelling issues in the Britney Spears California conservatorship case deserve attention. It is important for the public to be aware and to make sure that you or your loved one does everyone you/she/they can avoid this from happening. If it does, you really need a strong advocate. The first is that she was… Continue reading about What is significant about the Britney Spears California conservatorship case?

How to Obtain a Conservatorship in California

August 10, 2019

Before we go over how to obtain a Conservatorship in California, we need to understand some terminology. In California, unlike other states, we call a protective proceeding for an adult a conservatorship. While a protective proceeding for a minor is called guardianship. They serve the same purpose – to manage medical and or financial affairs… Continue reading about How to Obtain a Conservatorship in California

Tips on how to keep from going broke from nursing home expenses

February 20, 2019

happy patient is holding caregiver for a hand while spending time together

Millions of elderly people in the U.S. are currently living in nursing homes. Most of them don’t have a lot of money and they can’t afford to live anywhere else and receive the care that they need due to chronic illnesses such as stroke, dementia and Parkinson’s disease. Fortunately, most of those costs are paid… Continue reading about Tips on how to keep from going broke from nursing home expenses

Conservatorships are a last, but important 0ption

February 19, 2019

business and lawyers discussing contract papers with brass scale on desk in office

When an elderly person suffers from memory loss or becomes too ill or weak to handle their own affairs, a conservatorship is a very important option. In the U.S., many elderly people are being abused by predators who prey on their weakened disposition. Typically they are after money. It can be relatives, “friends,” or “well-meaning”… Continue reading about Conservatorships are a last, but important 0ption

Understanding Tenancy: The Different Ways to Co-Own Property

September 17, 2018

Real estate agent present terms of the home purchase agreement to customer

When two or more individuals own property — whether it’s a condominium, a home, or a piece of land — the relationship between the owners is very important. The form of ownership of the property affects how property is transferred to someone else. It is important to make sure you have the right form of… Continue reading about Understanding Tenancy: The Different Ways to Co-Own Property

What Happens If You Die Without a Will?

September 13, 2018

Old fashioned paper with text of Last will

We all know we are supposed to do estate planning, but not all of us get around to it. So what happens if you don’t have a will when you die? Your estate will be distributed according to state laws, which may or may not be the way you want it to be distributed. Dying… Continue reading about What Happens If You Die Without a Will?

Promissory Notes and Medicaid

August 1, 2018

judge gavel and doctor stethoscope on lawyer office desk

A promissory note is normally given in return for a loan and it is simply a promise to repay the amount. Classifying asset transfers as loans rather than gifts can be useful because it sometimes allows parents to “lend” assets to their children and still maintain Medicaid eligibility. Before Congress enacted the Deficit Reduction Act… Continue reading about Promissory Notes and Medicaid

Proposed New Medicare Payment System May Affect Beneficiaries

July 31, 2018

medical malpractice and power of attorney

Medicare is proposing a new flat rate reimbursement system for doctors who treat Medicare patients. Some worry that the plan may reduce payments to specialists and cause fewer doctors to accept Medicare patients. The Centers for Medicare and Medicaid Services (CMS) says the proposed changes are designed to reduce paperwork by combining four levels of… Continue reading about Proposed New Medicare Payment System May Affect Beneficiaries

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