Legal

Advance Directive: Preparing Seniors for Medical Emergencies

By patrick / April 8, 2016 / 0 Comments
Advance Directive

This is Part 1 in a Series on Preparing to Care for Family’s Medical Needs It’s one of those phone calls you hate to get: near midnight, in the middle of the work week, the hospital called to tell a dear friend, his dad had been admitted for heart problems. They said he was in…

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New California Law REQUIRING ALL CAREGIVERS AND AGENCIES TO BE LICENSED

By patrick / March 18, 2016 / 0 Comments
Senior Home Care Licensing

As of January 1, 2016, California is now requiring all Senior Home Care Agencies to have a home care license, and all Senior Home Care Aides to be registered, fingerprinted, and TB tested. I know right? You mean it wasn’t before? Holy cow, anybody who simply called themselves caregivers, aides, or home care agencies were presenting…

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Tax deductions for senior home care

By patrick / March 11, 2016 / 0 Comments
Tax deductions

There is no way to sugar coat it: Senior in home care is expensive. Some people are fortunate enough to be able to afford it paying privately out of pocket; others may have long term care insurance or Veteran’s benefits. But for most of us it’s a struggle to be able to afford to bring…

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Medi-Cal Planning

By Justin Gilbert / January 25, 2016 / Comments Off on Medi-Cal Planning
Medi-Cal Planning

Benefits of Irrevocable Trusts in Medi-Cal Planning People often wonder about the benefits of irrevocable trusts in Medi-Cal Planning. Outright gifts are easy to do with minimal costs.  So, why complicate things with a trust? Why not just keep planning simple and inexpensive? The short answer is that transaction costs are only part of what…

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Financial Abuse by Family?

By patrick / September 28, 2015 / Comments Off on Financial Abuse by Family?
financial-abuse-of-seniors

Conniving, Manipulating Family: Financial Abuse Chelsea is 33 years old and living with her widowed grandma. Viola’s husband past away several years ago, as well as two of her daughter’s. Her only family is one 50 year old daughter and a “woman child” granddaughter whom she adores. Like many grandparents, she is blind to her granddaughter’s behavior.…

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