How to Ensure Legal Protection for a Loved One with Dementia
If you have a loved one with dementia or Alzheimer’s disease, you have already seen…
7 years ago
Bank account
Why You Should Create a Plan for Your Required Minimum Distributions
Federal law mandates that you take a required minimum distribution (RMD) from your IRAs by…
7 years ago
Why Filing for a Conservatorship Can Help Protect a Loved One
We all think that we can help our parents as they get older and even…
7 years ago
Why the PACE Energy Home Improvement Loan May Not Be a Good Deal for Seniors
Lisa stared at the stranger standing on her doorstep, suspicious. “Good morning, ma’am,” the man…
7 years ago
How Problems With Using Technology Can Lead to Earlier Dementia diagnosis
Sarah let herself into her father’s home, carrying several packages she had found in his…
7 years ago
Consolidating Bank Accounts Helps You and Your Loved Ones
It starts out innocently enough, you bank with Chase, but your new mortgage is through…
7 years ago
Save Your Receipts! Medi-Cal Eligibility Requirements
When applying for Medi-Cal assistance for long-term care in a skilled nursing facility, our clients…
7 years ago
New Bills Could Impact Retirement Planning
The U.S. Congress is attempting to help future retirees get their financial houses in order.…
7 years ago
Reorganizing Your Finances After The Death Of A Spouse
The days following the death of a spouse can be confusing. There are a lot…
7 years ago
Clear Language Essential When Drafting Trusts
7 years ago