2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597
In this series of posts we will focus on Medi-Cal for our over-65 clients who need assistance with long-term care. We will take you through the laws and what we do for our clients, from the initial meeting until we receive that eligibility letter, to help them qualify, apply for and receive Medi-Cal, for long-term care. The Initial Appointment –…
“Silence!” Roger Claret roared. “Dad has only been dead 12 hours and already you’re turning his funeral into a circus.” He glared at his brother and sister. “We need to decide what Dad would have wanted, not what you want.” He muttered, “Just because the man enjoyed country music does not mean he wanted the Grand Ole Opry staged at…
Lucy clung to her coffee mug, gripping it so hard she was afraid it might shatter. “I’m telling you, Lucy, Mom and Dad made me promise that we would not put them into a nursing home,” her sister, Samantha said. “They need a caregiver. And since you’re a stay-at-home mom, we think you’d be perfect for the job.” Lucy glared…
This is another installment in our very occasional series on estate planning lessons learned from celebrities. The actress Nichelle Nichols, 85, who is most famous for portraying Lieutenant Uhura on the original “Star Trek,” is currently the subject of a conservatorship battle pending in Los Angeles Superior Court. Ms. Nichols’ son, Kyle Johnson, filed the petition for conservatorship in May…
According to new federal data, gathered by Medicare from daily payroll records from more than 14,000 nursing homes in the United States, nursing homes have been under-reporting to the government their nurse and caretaker staffing levels for years. For families with loved ones dependent on nursing home care, this is likely not a surprise. There are nearly 1.4 million people…
As the average age of the U.S. population increases, more people are becoming aware of the benefits of having a general durable power of attorney (POA) to insure they have someone to assist them with financial matters when they are unable to act for themselves. Actually, the benefits of creating a POA apply to all walks of life, from the…
Linda and her friend, Mary, walked through the apartment at the retirement village. It was the perfect space for a single adult who didn’t want to deal with the responsibility of home ownership. “There are a number of different units available, with a wide variety of amenities,” the real estate agent said. “Because this is a continuing care retirement community,…
Laura was worried about her 80-year-old mother. “She gets around well enough, but sometimes she needs help with household tasks, such as cleaning, grocery shopping, and laundry,” she told her friend, Debra. “And she claims she can’t afford to hire someone to help. But neither can I. And if she doesn’t get the help she needs, she may have to…
Sally Janes could not wait to retire.
She and her husband, Ben, had been saving for retirement since their children had completed their college degrees. They decided the “magic number” was age 65, when they would qualify for 90 percent of their Social Security benefits. Combined with their respective retirement plans and savings account, the money from Social Security would permit them to live in comfort for the rest of their lives.