by Christine | Jan 2, 2016 | Dementia, Elder Law, Estate Planning |
Once a diagnosis of dementia has been made, documents and a plan need to be put into place. Waiting until the person is not legally capable of making decisions will lead to a more complex, expensive and emotionally exhausting series of problems. Individuals who are...
by Christine | Dec 3, 2015 | Elder Law, Estate Planning, Retirement Planning |
Once upon a time, we all visited Grandma and Grandpa at the family homestead, and the siblings and their own children would pitch in to help care for them and their home. Times have changed, and now it’s more likely that Grandma and Grandpa live in a modern condo. A...
by Christine | Nov 11, 2015 | Elder Law, Estate Planning, Medi-Cal Long Term Care, Nursing Home |
One of the more difficult topics that elder lawyers and their clients must discuss is the potential need for nursing home care. However, talking about it and knowing the options is actually one of the things that can make things easier. With the help...
by Christine | Oct 13, 2015 | Elder Law, Estate Planning, Medi-Cal, Medi-Cal Long Term Care |
Let’s clarify the difference between estate planning and elder law. Estate planning focuses mainly on transferring assets after death, and elder law addresses issues about caring for someone who needs, or may need, long term care. In many circumstances, these two...
by Christine | Aug 14, 2015 | Asset Protection, Elder Law, Estate Planning, GIfting, GRATs, Tax Planning, Trusts |
Some high-net worth families still face the challenge of reducing their estate to minimize or eliminate estate taxes, although the federal estate tax exclusion is currently larger than it has ever been. The portability of unused exclusion amounts are at $5.43 million...
by Christine | Aug 10, 2015 | Elder Abuse, Elder Law |
After a long and high profile life of philanthropic endeavors, socialite Brook Astor died in 2007 with an estate worth $200 million. Two years later, her son Anthony Marshall was convicted of stealing millions from her. Astor suffered from dementia, and...
