Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
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An Overview of Alzheimer's StigmasIt can be difficult for the entire family when someone is losing their memory.
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Is My SSDI or SSI Affected by the Settlement of a Personal Injury Claim?Situations vary in regards to the answers to questions about the effects of personal injury settlements on your Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) benefits you currently receive as well as whether or not you should apply for SSDI benefits and pursue your personal injury claim simultaneously.
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How Can I Help If Someone Needs Care Resides With Me?It is becoming increasingly popular to age in place; however, what to do when you notice a loved one is having difficulty living alone is a concern for many of us.
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Medicare Is Terminating More Home Health Care ServicesMany Americans are getting their Medicare benefits cut as home health providers, including occupational, speech, and physical therapists, social services, as well as skilled nurses are saying: "Your husband (or whomever) is not going to get better, so we will have to discontinue our services as Medicare will not pay for it."
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CARETAKERS: It's Time to Have "The Talk" With Your Sick or Disabled Loved OnesYou should begin to have hard conversations with your loved elder ones now to put a solid plan in place in the event of disability or illness.
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Could Your Senior Loved One Be Ready for Assisted Living? Here's How to TellThis blog post explores some of the behaviors that could indicate your senior loved one is ready for assisted living.
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Learn the Legal and Financial Clues of Diminished CapacityMany of the early clues that a senior is experiencing diminished capacity directly correlate with legal and financial issues. How can we protect a loved elder?
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What to Do as a "Sandwich Generation" Kid if COVID-19 Is Complicating Long-Term Care Plans For Aging ParentsFiguring out how to plan ahead for long-term care for an aging parent is usually the greatest burden. It's even more challenging due to the COVID crisis.
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Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020Retirement account owners, many of whose retirement balances have been pummeled due to the pandemic, do not have to take mandatory withdrawals this year.
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Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More ImportantAs baby boomers age, more millennials are becoming caregivers. They are caught in the "sandwich generation" squeeze. Careful long-term care planning is needed.
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How to Assist Aging Parents During the PandemicDue to COVID-19 you may not be able to visit your elderly parents right now. This article provides options on how to continue to assist elders from a distance.
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Planning for Flexibility in Your TrustEstate planning is important, because the future is uncertain. Planning for flexibility in your trust is possible, with the proper guidance.