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Failure to Enroll in Medicare at 65 Could Cost You

“Retiring certainly isn’t for the faint-hearted,” Lily said as she shuffled through a pile of…

Don’t Forget Your Medicare Annual Wellness Visit

One benefit available under the Affordable Care Act (sometimes called “Obamacare”) enacted in 2011 is…

Medi-Cal (con’t.) – Estate Recovery

This is another installment in our series on Medi-Cal planning.  In this blog post we…

Medi-Cal Eligibility (con’t.) – Transfer Planning

This is another installment in our series on Medi-Cal planning. In this blog post we…

Preserving Low Property Taxes When You Move

If you are over the age of 55 and thinking about moving, consider this: you…