No one knows what will happen as they age. It’s almost impossible to predict the events that may have an impact, such as illness, disability, neurological impairments, or the need for long-term care. Impossible to predict, but not impossible to plan for. That’s why it’s important to hold age-related discussions with spouses, adult family members, trusted friends, and legal and…
Our clients understand the importance of estate planning. In this time of COVID-19, many people are also feeling a sense of urgency. It is important to remember, though, that the plan is only the beginning. A surprising number of our clients discover, after the death of a family member, that an asset that should have been transferred to the trust…
It’s almost surreal how COVID-19 has changed our daily lives, but even more so for those most vulnerable – our older and dependent adults. Unfortunately, those who need the most protection and care have nearly had it all taken away due to no visitation policies. Other than care staff and employees on the frontlines, who is ensuring proper care and…
We’re all familiar with the news about the devastating spread of COVID-19 through nursing homes, among residents and staff, in the East Bay and beyond. But many of our elder clients receive long-term care in their own homes. The home care industry has had to respond in a variety of ways to ensure continuing quality care for their clients and…
If you are a health care worker or have a loved one who is, this episode is meant for you. Health care workers are very special and we all owe them our gratitude for the work they do. But it’s important that they not allow their instinct to help others to get in the way of helping themselves. Statistics are…
Do You Have a Plan That Would Enable a Trusted Family Member to Step in to Protect You from Predators? It’s hard to believe we are living in such scary and uncertain times. Unfortunately, there are still those out there who are taking advantage of that for their financial benefit. The coronavirus has resulted in new twists on common scams…
Yes, we are living in scary and uncertain times, but you can still take control. It might be challenging to see past today or even tomorrow, but what happens if you or a loved one is impacted by coronavirus? Will your loved ones be protected if something happens to you? Will you get the immediate support and care needed? If…
If you have a loved one with dementia or Alzheimer’s disease, you have already seen how a diagnosis can flip life as you know it upside down. It’s a long road and a lot of work to make sure loved ones with dementia are happy and well cared for. It is imperative to take steps to legally protect your loved…