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Article Category General Articles Page 3

How the Medi-Cal “Look Back” Works

Q.  Prompted by the temporary increase in the gift tax exemption, my wife and I recently made gifts of $50,000 apiece to each of our 3 sons. Shortly thereafter my wife had a stroke and now needs full-time care in a nursing home. The cost is running about $7,500 per month and I need to Read Full Article

Article Categories: General Articles

Gov. Brown Signs Law to Extend to Same-Sex Couples and RDP’s Some Medi-Cal Protections of Married Couples

Recently, Governor Jerry Brown signed legislation seeking to extend to same-sex couples and Registered Domestic Partners (“RDP’s”) some of the Medi-Cal benefits enjoyed by married couples.  The legislation, known as AB 641,  was authored by assemblyman Mike Feuer, whose website summarizes the importance as follows: “Under current law, Medi-Cal’s long term care benefit helps to Read Full Article

Article Categories: General Articles

Senior Cohousing: A Retirement Alternative

Seniors want to remain at home as long as possible, but with family spread out all over the country, it isn’t always easy to do so. “Senior cohousing,” a relatively new concept, allows older Americans to age at home in a supportive community. Senior cohousing consists of a group of houses or condos that are Read Full Article

Article Categories: General Articles

The Difference Between Alzheimer’s Disease and Dementia

Many people use the terms Alzheimer’s disease and dementia interchangeably, but they have very different meanings. Although dementia is a group of symptoms that include memory loss, the term itself doesn’t explain what is causing the symptoms. Alzheimer’s disease is the leading cause of dementia, but here are many other causes. Dementia is a general Read Full Article

Article Categories: General Articles

Long-Term Care Services Have Room to Improve According to New Report

A new state-by-state scorecard evaluates the effectiveness of long-term care services across the country and concludes that there is a lot of room for improvement. The State Long-Term Services and Supports Scorecard examines the performance of state long-term care services for older people and adults with physical disabilities. The purpose of the report is to Read Full Article

Article Categories: General Articles

How to Avoid Problems as a Trustee

Being a trustee is a big responsibility and if you don’t perform your duties properly, you could be personally liable. That’s why it’s important to hire the right people to guide you in this important role. A trust is a legal arrangement through which one person (or an institution, such as a bank or law Read Full Article

Article Categories: General Articles

Medicare Fraud Costs Billions: Here’s How You Can Help

Medicare fraud is often in the news, but what is it, exactly? Fraud costs Medicare an estimated $60 billion a year and contributes to the rising cost of health care for all Americans. Once you understand what is involved, you can help prevent fraud. Medicare fraud occurs when providers mislead Medicare into paying for services Read Full Article

Article Categories: General Articles

Fat Cats & Lucky Dogs

Barry Seltzer & Gerry Beyer. Fat Cats & Lucky Dogs: How to Leave (some of) Your Estate to Your Pets. Prism Publishing. 2010. 249 Pages. $39.35 from Amazon (click the book to order). For many people, their pets are members of the family that need to be taken care of if the pet owner dies Read Full Article

Article Categories: General Articles

Amy Winehouse’s Death Illustrates the Importance of a Will

Article Categories: General Articles

IRAs Require Special Consideration in Estate Planning

Individual Retirement Accounts (IRAs) are a popular investment tool for retirement, but they also need to be taken into account when doing estate planning. Although IRAs can be used to provide for heirs either directly or through a trust, to what extent your heirs will benefit from the IRA and avoid unnecessary taxes depends on Read Full Article

Article Categories: General Articles


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Article Categories

  • General Articles (220)
  • Articles For Professionals (10)
  • Estate Planning (6)
  • Medi-Cal Planning (6)
    • Annuities (1)
  • Current Events (5)
  • Health Care (4)
  • Elder Law (3)
  • Trust Administration (3)
  • Special Needs Planning (2)
  • Tax Law (2)
  • Retirement Planning (1)
  • Veterans Pension Planning (1)
  • Divorce & Special Needs Planning (1)

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TEL: (510) 247-2555
TEL: (925) 847-0737
FAX: (510) 247-0150

  

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care

Elder Law Blog

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